I am a new Forms Assembly member and I am trying to do a few things that I am trying to do via the Salesforce Connector:
- When users fill out a form online it creates a contact record and an account record. How can I specify what record type is created? Right now it goes to my default record types but my forms will be soliciting users that will have different record types.
Within your connector mapping for each object there should be a field on the Salesforce side: 'Record Type Id:'. Select that, then in the right hand field, choose 'static/formula' and enter the Salesforce id for your record type. This will be a value like:'000xxx0000xx'.
If you don't know the record type id, you can contact Salesforce support and they'll be able to provide you with the values.
Thanks for your help. Record Type ID: id value not valid for the users profile: 000xxx0000xx. The record type is enabled for my profile. Not sure what is happening here?
000xxx0000xx is a dummy value I used as an example. The actual value is unique to your account and can not be determined externally. You'll need to look it up yourself, or ask Salesforce support to provide you with it / them.
At a guess, two things: 1. You may be using a different profile than you think you are. I looked at your connector and it seems like you're using 'ken@createnow.org' instead of 'kenjones06@gmail.com', so you might want to double check that your createnow account has permissions to use that record type.
2. You should double check the capitalization ... usually there are some lowercase characters in a Salesforce id, and case is important when dealing with Salesforce ids.
Check this out: http://success.salesforce.com/questionDetail?qId=08730000000IACBAA4
Unfortunately this error is coming from the Salesforce side, so our ability to debug it is extremely limited. If after the above, you're still having issues, contact Salesforce support and have them walk you through turning on logging for them, they'll then be able to examine the API calls we're making on your behalf.