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Reference record types in filter criteria

Дата публикации: May 21, 2026
Описание

You can reference record types in filter criteria three ways in the Lightning Process Builder. Each reference field requires a different reference to the Record Type to evaluate correctly.
 

To create a process:

  1. Navigate to Setup
  2. Enter Builder in the Quick Find box, and select Process Builder
  3. Click New
  4. Once you have created the process click Activate

 

Решение

Here is a guideline on how to reference the Record Type in filter criteria in the Lightning Process Builder:

Record Type ID: [Object].RecordTypeId 

This option uses the full 18 digit record type ID of the record type. For more, please review Process does not trigger when trying to filter by an 'ID' field.
 

Record Type Name: [Object].RecordType.Name

This option uses the Display Name of the Record Type.
 

Record Type Developer Name: [Object].RecordType.DeveloperName

This option uses the API name of the record type found on the "Record Type Name" field on the Record Type Details page.



To get the Record Type ID, use the following query in the Developer Console Functionality or Workbench:

SELECT Name, Id FROM RecordType Where SobjectType='<object name here>'


An example query to get the Account Record Type Id: 

SELECT Name, Id, FROM RecordType Where SobjectType='Account

Номер статьи базы знаний

000386660

 
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Salesforce Help | Article