Apex Code Development You need to sign in to do that
Don't have an account?
xpresslanej web-to-lead not picking up record type even with "keep existing record type" option set
Howdy everyone,
Well, I'm a bit stumped. I'm trying to test a web-to-lead form where I preset the record type:
<input type="hidden" id="recordType" name="recordType" value="012Q00000008ULW">
I have the "keep the existing record type" option set under Lead Settings and it is still not working.
Everything else is populating correctly on the lead record in SFDC.
Thoughts?
Thanks,
I figured it out...not intuitive at first, but I can understand the reasoning I suppose based on the order of operations. I checked the profile of the Default Lead Owner and this profile did not have the new lead record type selected under Record Type Settings. Did not think about this at first because a user with this profile should NEVER be assigned this type of lead. However, even though the assignment rules were assigning the leads to the right user (who has a different profile), the record type was not being set. Adding the new record type to the Default Lead Owner's profile fixed this.
Does this mean that, in terms of operations, that the lead owner is first set to the Default Lead Owner and then assignment rules are evaluated & applied?
All Answers
I figured it out...not intuitive at first, but I can understand the reasoning I suppose based on the order of operations. I checked the profile of the Default Lead Owner and this profile did not have the new lead record type selected under Record Type Settings. Did not think about this at first because a user with this profile should NEVER be assigned this type of lead. However, even though the assignment rules were assigning the leads to the right user (who has a different profile), the record type was not being set. Adding the new record type to the Default Lead Owner's profile fixed this.
Does this mean that, in terms of operations, that the lead owner is first set to the Default Lead Owner and then assignment rules are evaluated & applied?
I agree that xpresslanej's reply is accurate. But there is a little more to the story and that "little more" has me stumped for the moment. Here's my scenario:
Recordtypes of Interest
UKType1
UKType2
USType1
Users of Interest
DefaultLeadCreator (Profile = sysadmin, e.g. permissions to all types, default lead RT = USType1)
UKLeadProcessor (Profile includes permissions to all UK types, default lead RT = UKType1)
Web-2-Lead entry comes in with recordtype = UKType2. Below is what I see in History.
In sum, before the lead is assigned to UKLeadProcessor, the recordtype is changed to his default RT (not the system default RT). There are no triggers that make any updates to these UK leads on insert. I have to think that those two rows should be flipped but even then I can't solve the problem. I have logged in as UKLeadProcessor and confirmed I can create leads with RT UKType2. Any other thoughts?
Created.
My problem is solved. I hit up support for help on this one and they pointed me to the solution.
See Customize/Leads/Settings
Look (confusingly) under Lead Conversion Settings. You'll see:
The setting above is what you want as opposed to override with user's default record type.
Can you please tell me how to implement your line of code (where in the web-to-lead html)? I cannot get each of my unique web-to-lead sites to have their own record types. The code from your previous post that I'm referring to is:
<input value="012Q00000008ULW">
Here's the simplist way.
Navigate to Customize/Leads/Web-to-Lead
Click Create button
Move Lead Record Type into Selected Fields and click Generate.
Part of your results will look like the below. Use those values as you choose (e.g. pick one and make a hidden field or whatever you want to do)
<label for="recordType">Lead Record Type</label>
<select id="recordType" name="recordType">
<option value="">--None--</option>
<option value="01280000000xxxx">Lead Record Type 1</option>
<option value="01280000000yyyy">Lead Record Type 2</option>
</select>
example: could put this in your form
<input type="hidden" id="recordType" name="recordType" value="01280000000xxxx" />
That really helped. Thanks!
Thank you sooooooo much!!!:smileyvery-happy:
Thank you So much!!! I have been racking my brain trying to solve this problem!
Hi,
I think this is what I need. So do I add an input line for each of the record types? In your example would it be:
<input type="hidden" id="recordType" name="Lead Record Type 1" value="01280000000xxxx" />
<input type="hidden" id="recordType" name="Lead Record Type 2" value="01280000000yyyy" />
<input type="submit" name="submit">
</form>
Essentially there are 2 sections. The first label section & then the input? Thanks for your help.
I'm creating web-to-lead form, leads having record types...I'm setting rt inside hidden field like <input type=hidden name="recordType" id="recordType" value="012110000000xxx"> , but it still not creating record....also there is a dropdown field inside the form, according to its value record type has to be set like If dropdown value is "A" then the record type should be "A". How can I achieve that ?
After configuring everything make sure
Setup | Customize | Leads | Lead Settings - For leads
"Record Type Setting = Keep the existing record type"
This will make sure whatever RecordType you are sending from the web-form will be assigned to the New Lead RecordType, instead of overwriting it to default which defined in the Default Lead Owner.
First of all, I want to thank you for sharing the wonderful
article (https://notifyforme.site/whatsapp-group-link/)
Here you can check popular
WhatsApp Groups on the internet,
You may find interesting on this Whatsapp DP (https://notifyforme.site/whatsapp-dp/) too,
Thank you so much...
Download and Watch exciting videos of TikTik (https://tikvids.notifyforme.site/) to make your day.
Find out more popular Whatsapp Groups (https://whatsappgroupfind.com/) of your choice.
Thanks for sharing this article with us, its really helpful to us. When i search this topic in google I found some reletable website, mastimaasala.com (https://www.mastimaasala.com/) or one more group18.in (https://www.group18.in”)
That bit us too, and on top of that, the setting is buried in SFDC Classic ... thanks for the tip @Mukesh Kumar 107
Our data loader uploads, and Zapier integrations / web to leads are now setting the recordtypeids correctly.