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Include Record Type in a Reporting Snapshot

Veröffentlichungsdatum: Oct 13, 2022
Beschreibung

Mapping data from record type fields is not currently supported for Reporting Snapshots.

To request this functionality be added within a future release, see please include Account-Record Type for Analytical Snapshot on the IdeaExchange.

Lösung

As a workaround, you can create a Text formula for the desired field, add the fields to your report, then map the formula field within the Reporting Snapshot.

1. Go to the Account Record Type
2. Click the Label for the first Account in the list
3. Copy the ID (the number following =id and before the '&' ampersand):
 

  • Example: https://na4.salesforce.com/setup/ui/recordtypefields.jsp?id=0126000000056bP&type=Account&setupid=AccountRecords

4. Paste the ID into your formula:
 
IF(RecordTypeId ="0126000000053ik", "Account Record Type",
IF(RecordTypeId ="0126000000056bP", "Last type", "None"))

Note: This formula says if the ID is 0126000000053ik, then display the text Account Record Type, if the ID is 0126000000056bP, then display the text Last Type, and if neither, then display the text None. This must be done for each of your IDs.
Nummer des Knowledge-Artikels

000384981

 
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Salesforce Help | Article