Assign Record Type

This article will show you how to assign a record type to a record in Salesforce. In this example, we will set the field Record Type (RecordTypeId) on the Opportunity record to Donation.

Create a Record Variable

Open Toolbox and click New Resource. Create a new resource with the following information:

Item	Value	Comment
Resource Type	`Variable`
API Name	`Record`
Data Type	`Record`
Object	`Opportunity`	The object this Flow related to
Available for Input	`True`
Available for Output	`True`

Identify Record Type Name

Open Setup → Object Manager → Opportunity → Record Types and open the record type you are looking to set.

Copy the value in the Record Type Name field.

Get Record Type

In your Flow click the + icon to add a new Element and select Action. Then select the Apex component md_npsp_pack__GetRecordTypeComponent.

Add the following information to your action:

Item	Value	Comment
Label	Get Donation RT
API Name	`Get_Donation_RT`	Autogenerated
Record Type - Developer Name	`Donation`	`Record Type Name` from earlier step
SObject Record Type	`Opportunity`	API name of the object you are assigning the record type against

Your flow should look like this:

Check Record Type

It is best practice to check that a result exists before any assigning the value. This allows the "default" Salesforce functionality to run should you fail to get your desired record type in the future (for example, if you deleted or changed the API name of that record type in the future).

In your Flow click the + icon to add a new Element and select Decision. Configure your decision with the following information:

Item	Value	Comment
Label	Assess Donation RT Result
API Name	`Assess_Donation_RT_Result`	Autogenerated
Outcome Label	`Exists`
Outcome API Name	`Exists_Donation_RT_Result`	Autogenerated Appended `_Donation_RT_Result` to prevent API name clash error
Resource	`{!Get_Donation_RT.RecordTypeId}`	`Get_Donation_RT` is the object the logic is to apply to (in this case the record retrieved from the Apex component) `RecordTypeId` is the field the logic is to apply to
Operator	`Is Null`	The logic the decision is to use
Value	`False`	The logic the decision is to use

Your flow should look like this:

In your Flow click the + icon to add a new Element and select Assignment. Configure your decision with the following information:

Item	Value	Comment
Label	Set Record Type ID
API Name	`Set_Record_Type_ID`	Autogenerated
Variable	`{!Record.RecordTypeId}`	`Record` is the object the logic is to apply to (in this case the Opportunity record) `RecordTypeId` is the field the logic is to apply to
Operator	`Equals`	The logic the assignment is to use
Value	`{!Get_Donation_RT.RecordTypeId}`	`Get_Donation_RT` is the object the logic is to apply to (in this case the record retrieved from the apex component) `RecordTypeId` is the field the logic is to apply to

Your flow should look like this: