Determine record type by formula - bypass "Select Record Type" page - Ideas - Salesforce Trailblazer Community

All Ideas

Idea Details

Post an Idea
460  Points
Idea has been posted. Give it an upvote or downvote.

Determine record type by formula - bypass "Select Record Type" page

Accounts & Contacts

Currently record types are determined by profile. If there are multiple record types available, the user needs to choose the appropriate record type on an additional screen: "Select Record Type". I want to skip this additional screen. Instead of the user choosing, I would like to further restrict record types and automatically use the appropriate record type based on a formula outcome. For example, two Account types exist: Contractor and Agent. Contact Record types are: Contractor and Agent. When the user clicks New Contact on the Account detail page, the system knows which record type to choose based on the profile and then by the parent account type field (as defined in a rule/criteria/formula). That way there is less clicks, and less page views. The "Select Record Type" screen is bypassed. Profiles still should determine access, and then business rules further filter the remaining record types based on some configurable formula/rule. If the formula/rule does not get the available types down to one, then opptionally give the user the choice again.

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange


Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.