Excel Add-In for Salesforce

Build 25.0.9434

RecordType

Defines different record types within an object, allowing for customized page layouts and processes.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier for the record type.

Name String False

Label or display name of the record type shown to users.

DeveloperName String False

API name of the record type used in code and configuration.

NamespacePrefix String True

Namespace prefix for the record type, typically used in managed packages.

Description String False

Optional description explaining the purpose or use case for the record type.

BusinessProcessId String False

BusinessProcess.Id

Identifier of the business process associated with this record type, relevant for objects like Opportunity or Case.

SobjectType String False

API name of the Salesforce object that this record type belongs to.

IsActive Bool False

Indicates whether the record type is currently active and available for use.

IsPersonType Bool True

Indicates whether the record has the PersonType characteristic.

CreatedById String True

User.Id

Identifier of the user who created the record type.

CreatedDate Datetime True

Date and time when the record type was created.

LastModifiedById String True

User.Id

Identifier of the user who last modified the record type.

SOQL String False

Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query.

ExternalIdColumn String False

Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called.

FilterScope String False

Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team.

SystemModstamp Datetime True

System-generated timestamp indicating the most recent change to the record type.

LastModifiedDate Datetime True

Date and time when the record type was last updated.

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Build 25.0.9434