Record type Id field only pulls id number | Community
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Alexis_D_Alba1
Alexis_D_Alba1
Level 5
October 7, 2015
Question

Record type Id field only pulls id number

  • October 7, 2015
  • 1 reply
  • 2242 views

For some reason our Record type id field only pulls the id number, but not

the name of the record type. We would prefer that it pulls the name in order to avoid

confusion and mistakes.

Does anyone have a solution for this?

Thanks!!

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 7, 2015

Hi ALexis,

This is a very common problem. Record Type is a lookup field and therefore contains an ID.

Go in SFDC, and on the object (lead, contact or account) that you are looking to, add a formula field names "Record Type Name". The formula will be "RecordType.Name". You may grant access to this field to the Marketo user profile and it's not necessary to have it displayed on a page layout.

Save it and wait for the next sync, this field will give you what yo need. You may want to hide the record type ID, in order to avoid confusion, unless you want to be able to set it from Marketo, in which cas remember that you will have to provide the ID, not the name.

-Greg

Alexis_D_Alba1
Alexis_D_Alba1Author
Level 5
October 8, 2015

Thank you!

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