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Assign Record Types to the Automated Process User's Profile

게시 일자: May 22, 2025
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There may be circumstances where it's necessary to grant record type access for the Automated Process User's profile.

 

For example, If the Automated Case User's assigned profile in Support Settings does not have appropriate case record types assigned, Email-to-Case (E2C) may fail or cause other issues.

 

솔루션

 

Record types must be assigned to the Automated Case User (ACU) Profile. To do this follow the steps below to obtain the ACU user's profile Id.

 

Open Setup and go to Support Settings, click on the Automated Case User link and navigate to their Profile. The resulting URL should look similar to:

 

https://{YourDomain}.lightning.force.com/lightning/setup/Profiles/page?address=%2F00e5w0000010000

 

The profile Id in the URL will begin with '00e' and in the example URL above the Id is: 00e5w0000010000

 

Note: If the ACU is a System User you will not be able to click the username because Automated Process Users are internal only users and not accessible through the user interface by design. You will need to retrieve the profile Id by opening the Developer Console and running the following via the Query Editor. You may see several results returned but they should all be assigned the same ProfileId.

 

Select Id, Name, ProfileId From User Where Username LIKE 'auto%'

 

Construct the following URL to access the Record Type assignment page by substituting {ProfileId} with the profile Id from above in the following URL and pasting it after the .com in your browser's URL while on a Salesforce page.

 

/setup/ui/profilerecordtypeedit.jsp?id={ProfileId}&tid=Case

 

Move the Available Record Types to Selected Record Types and Save. Note: You may receive an insufficient privileges error and this is expected. Navigate back in your browser to the record type assignment page and refresh it to ensure the record types have been properly assigned.

 

Set record types for other objects using the following URL syntax if necessary:

 

/setup/ui/profilerecordtypeedit.jsp?id={ProfileId}&tid={Entity}

 

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