salesforcesalesforce-lightningsegment-analytics

Unable to set Record Type of Lead object in Salesforce through Segment


Our Salesforce Lead object has multiple Record Types.
Leads are created via Segment.io.
I'm unable to programmatically set what Record Type the Lead is via Segment.

RecordTypeId is one of the fields on the Lead object, with a data type of Record Type.
I've tried setting RecordTypeId to both the Record Type Name which is found via setup -> object manager -> lead -> record types as well as using the id in the url lightning/setup/ObjectManager/Lead/RecordTypes/${id}/view.

One assumption I have is that segment thinks that RecordTypeId is a custom field, and it is appending __c to the field name.


Solution

  • Spoke with the Segment team and they aren't passing RecordTypeId to Salesforce calls. It is on their product roadmap with no ETA.