Check for Record Types on Relate Resource

Check for Record Types on Relate Resource

Updated: 6/1/2018

Overview: This article provides a quick walkthrough for using Check for Record Types on Relate Resource. <More explicit detail, configuration, and use cases coming to this page within the Month. Reach out to Tenfold support@tenfold.com for more information in the interim.>

What it does: This is used when creating a resource to check if the resource has more than 1 record type in SalesForce. If it does, we’ll open the record type selection view instead of using the default record type defined in SalesForce.

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