Action Framework: Update Record Type

  • 1
  • Question
  • Updated 10 months ago
  • Answered
Looking for best practice on updating Record Type via the Action Framework. Does anyone have a best practice for changing an existing record's record type via the Action Framework? 


The use case is we want one of our Opportunity Clone pages to default to a different record type (Non-Subscription Revenue) than the original record's Record Type's (Subscription Revenue). Normally i'd use tab on first shown actions to do a field update; however, this does not switch the record type from the Profile's default. 
Photo of Erik Wahlberg

Erik Wahlberg

  • 2,156 Points 2k badge 2x thumb

Posted 10 months ago

  • 1
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
You'll have to either hard code the record Id or use the results of a model to provide the Id to update the row.