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Jax.ax1308Jax.ax1308 

Updating Opportunity Record Type

I am new to Flow and am trying to figure out how to change the Opportunity Record Type when creating a new Opportunity through flow. 

 

Example: User picks Auto insurance quote (Choice) which creates an "Auto" Record Type.

 

I only see RecordTypeId will this work? If so How? 

 

Any help is greatly appreciated. 

Best Answer chosen by Admin (Salesforce Developers) 
markross__cmarkross__c

Yes, that should work! You'll have to go find the desired Record Type's ID by going to Setup Menu > Opportunities > Record Types > click on the desired Record Type. You can find the ID in the URL of this page, between "?id=" and the next "&" after it. It will be a unique 15-character code.

All Answers

markross__cmarkross__c

Yes, that should work! You'll have to go find the desired Record Type's ID by going to Setup Menu > Opportunities > Record Types > click on the desired Record Type. You can find the ID in the URL of this page, between "?id=" and the next "&" after it. It will be a unique 15-character code.

This was selected as the best answer
Jax.ax1308Jax.ax1308

Thanks for the quick response! That fixed it!