Limitations for Creating and Updating Record Types and Picklists
Keep these limitations in mind when working with record types and business process picklists.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- These special picklist fields aren’t available for record types because they’re used
exclusively for sales processes, lead processes, support processes, and solution processes.
- Stage field on Opportunity
- Status field on Case and Solution
- Lead Status
- These campaign member picklists aren’t available for these record types.
- Status
- Salutation
- Lead Source
- If the object is referenced in Apex, you can’t edit or delete a record type for the object.
- If a record type is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case, you can’t deactivate the record type.
- Record types can only be assigned to campaign members using the Campaign Member Type field on new or existing campaigns. To assign record types to campaign members, add the Campaign Member Type field to the campaign page layout. You must have the Marketing User user permission to change the campaign member type. You can also add a read-only Campaign Member Type field to the campaign members page layout.
- We recommend creating no more than 200 record types. Orgs can have difficulty managing their record types if they exceed 200.
- When the org source tracking permission is enabled and you try retrieving information about a specific custom field associated with a record type, you retrieve information for all the fields associated with that record type. However, when the org source tracking permission is disabled, you retrieve information only for the standard fields associated with the record type and the field mentioned in the package.xml file.
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