Define the Default RecordType When Creating Salesforce Entries

Article ID: 496
Last updated: 02 Jan, 2019

Riva Cloud and Riva On-Premise support Salesforce's ability to define Record Types, which can be used to display different page layouts and pick list values based on record types.

A single module (for example, contacts, accounts, or opportunities) can have multiple record types. For more information on how to create, use, and manage record types, see Salesforce help.

Note: There is a difference between a Record Type and a Type – they are two different fields in Salesforce.

Record Type: Controls which layout is visible to the end user when looking at the record. Typically, the user is prompted to select a Record Type before being able to see the create new record layout.

Type: A Salesforce field that displays as a drop-down list, visible on the record when editing or creating. (Note for Riva On-Premise: To define the Salesforce Type field, apply the following advanced option to the Salesforce connection: Crm.Salesforce.TypeFieldValue.OT, where OT is tne Object Type in the Riva Salesforce connection, on the Object Definition page.)

Setting the Salesforce Record Type in Riva

Recent versions of Riva include the ability to define which Salesforce Record Types to use for various CRM modules.

Implementation for Riva Cloud

Implementation for Riva On-Premise 2.4.36 or Higher

You can set the Record Type on the Object Definition page of the CRM Connection Edit window.

For instructions, see How to redefine default record types.

To set the Salesforce Record Type at other levels, see the following section.

Implementation for Riva On-Premise Riva 2.4.31 or Higher

General statement:

To indicate which Salesforce custom record type(s) to use when Riva creates new Salesforce items:

  • Apply one or more advanced options at the level you want: application or service level, CRM connection level, sync policy level, or user level.
     

Example:

Salesforce has the following record type:

To indicate that Contacts_Opportunity will be the default record type for contacts that Riva creates in Salesforce:

Available advanced options:

The following are available for defining default record types:

  • Salesforce.Contact.DefaultRecordTypeId = "[Record Type Id]"
  • Salesforce.Lead.DefaultRecordTypeId = "[Record Type Id]"
  • Salesforce.Appointment.DefaultRecordTypeId = "[Record Type Id]"
  • Salesforce.Task.DefaultRecordTypeId = "[Record Type Id]"
  • Salesforce.Email.DefaultRecordTypeId = "[Record Type Id]"
  • Salesforce.Opportunity.DefaultRecordTypeId = "[Record Type Id]"
  • Salesforce.Case.DefaultRecordTypeId = "[Record Type Id]"

    -or-
     
  • Salesforce.Contact.DefaultRecordTypeName = "Record Type Name"
  • Salesforce.Lead.DefaultRecordTypeName = "Record Type Name"
  • Salesforce.Appointment.DefaultRecordTypeName = "Record Type Name"
  • Salesforce.Task.DefaultRecordTypeName = "Record Type Name"
  • Salesforce.Email.DefaultRecordTypeName = "Record Type Name"
  • Salesforce.Opportunity.DefaultRecordTypeName = "Record Type Name"
  • Salesforce.Case.DefaultRecordTypeName = "Record Type Name"
     

Procedures:

Apply one or more advanced options to

Applies to

  • Riva Cloud.
  • Riva On-Premise 2.4.31 or higher.



Article ID: 496
Last updated: 02 Jan, 2019
Revision: 4
Views: 7978
Also read
item Create an App.Setting File to Enable Advanced Options

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private Riva Cloud - CRM Sync -> Already Started -> Manage Your CRM for Riva -> Salesforce -> Advanced Options & Settings

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