• #25206
    Salesforce | Saurabh Saurabh #32
    Forcetalks

    Recordtype name in the criteria of Immediate actions of Salesforce Process Builder

    Why there is no Record type name field in the “criteria for updating records” in the “immediate actions” part of the Process Builder?

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    #25216
    Salesforce | PRANAV PRANAV #1
    Forcetalks

    Hi Saurabh,

    You can use either of this in Process Builder:

    Record Type ID: [Object].RecordTypeId
    This option must use the full 18 digit record type ID of the record type.

    Record Type Name: [Object].RecordTypeName
    This option needs to use the Display Name of the Record Type

    Record Type Developer Name: [Object].RecordType.DeveloperName
    This option needs to use the API name of the record type found on the “Record Type Name” field on the record type details page.

    To get the record type ID, use Dev Console / Workbench and query:

    SELECT Name, Id FROM RecordType Where SobjectType='<object name here>’
    example:
    SELECT Name, Id, SobjectType FROM RecordType Where SobjectType=’Account’

    Hope this helps you.

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