Salesforce Record Type Object

Last updated Apr 23 2018

Integration with the Salesforce Record Type Object

FormTitan is a simple to use and free form builder that can easily integrate with salesforce record type object. Not only does this require no coding skills on your part when creating Forms for Salesforce, but the salesforce connector is seamless and powerful. Unlike other products, our salesforce connector not only writes to your salesforce record type object, but it can also read from it and populate your online form fields instantly. Furthermore, You can read from multiple objects at a time, with or without dependencies and query your objects based on any value from your form.

online form builder with a robust salesforce integration

About the Salesforce Record Type Object
Represents a record type.


Usage

Use this object to offer different BusinessProcess records and subsets of picklist values to different users based on their Profile. Your client application can describe or query RecordType records.

The following objects have a RecordTypeId field:

  • Account
  • Campaign
  • CampaignMember
  • Case
  • Contact
  • Contract
  • Lead
  • Opportunity
  • QuickText
  • Solution
  • Custom objects

Read more about the Salesforce Record Type Object


Watch how it works


CommentsLogin Required
  • Saurum Sergey09/06/2020 17:20
    push a nested child, update the record with the new record type. You can use our PS team for this.
  • Avinoam Faltin09/06/2020 17:19
    Dealing with Lead RecordType in a Push action, in order to prevent substitution of the RecordType during the process, one should check the following Salesforce setting: Settings > Lead Settings > Lead Conversion Settings > The behavior used when applying assignment rules to manually created records and change it if necessary to : - Keep the existing record type (Instead of "Override the existing record type with the assignee's default record type")
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