Why is RC creating new record types in SF? One of our other admins installed on Prod and the it created two new Record Type for Accounts and it has created a mess with our workflows. How where in RC do I got to edit or manage these new Record Types?
-
112 Points
- annoyed
Posted 3 years ago
Jitender Kumar, Director Application Development
-
1,748 Points
-
112 Points
Hi Jitender,
See the attached file. When RC was installed, it created these two Record Types, which removed my standard Type and Vertical Pick List values. These values drive new account creation. We do not use Person Accounts. But the only Record Type that could selected was Person. If I (an admin) tried to Select Business I would say I do not have permission. So I created a new RT called Standard and added the values back into my picklist for the impacted fields.
When I change record types my only options are Person and Standard.....
What I don't understand is why RC touches or needs new Record Types....
Does that make sense?
Thanks!
-John
PS -- I did not do the install. Our IT director did, but he is not a SF admin although he does have admin access.
See the attached file. When RC was installed, it created these two Record Types, which removed my standard Type and Vertical Pick List values. These values drive new account creation. We do not use Person Accounts. But the only Record Type that could selected was Person. If I (an admin) tried to Select Business I would say I do not have permission. So I created a new RT called Standard and added the values back into my picklist for the impacted fields.
When I change record types my only options are Person and Standard.....
What I don't understand is why RC touches or needs new Record Types....
Does that make sense?
Thanks!
-John
PS -- I did not do the install. Our IT director did, but he is not a SF admin although he does have admin access.
(Edited)
Jitender Kumar, Director Application Development
-
1,748 Points
-
112 Points
-
130 Points
I second this. A recent version of the Ring Central App created to Account Record Types (Business Account and Personal Account). By creating the record types, the 100K existing account records in our org are now Uncategorized. Yes we can update the records, but what is the purpose?
-
112 Points
Exactly!!
Jitender Kumar, Director Application Development
-
1,748 Points
Hello John and Loius, Thanks for your valuable input, We have started working on to see how we can clean this up. Salesforce typically does not allow removing the components from a managed App package. We will have to go through an approval process that we have already requested. Once approved we will test our App to make sure we don't break anything. Once this goes well we will upgrade the app in your Salesforce.
(Edited)
-
130 Points
Was this ever dealt with. I still have the record types and I need/want to eliminate them.
Saadet, Employee
-
68,888 Points
Hey Louis, our Integrations team will be following up with you on this soon. Keep an eye out for an email from them :)
Jitender Kumar, Director Application Development
-
1,748 Points
Hello Louis,
We have removed the record types from the App package. If you upgrade to the latest version of the app you should not have those record types anymore.
We have removed the record types from the App package. If you upgrade to the latest version of the app you should not have those record types anymore.
-
112 Points
Does removing the record types 'Business Account' and 'Person Account' affect the functionality of RingCentral in Salesforce?
Jitender Kumar, Director Application Development
-
1,748 Points
Hello James,
No, removing the record types does not have any impact on functioning of the app
No, removing the record types does not have any impact on functioning of the app
-
130 Points
Also, you can remove one type, but you cannot remove both of them. Not allowed by the package!!!!
I installed the new version, but it did not remove the existing record type.
![]()
Jitender Kumar, Director Application Development
-
1,748 Points
Hello Louis,
Can you please do it in this sequence -> uninstall the RingCentral App , remove the record type and then reinstall the app? Sorry for inconvenience but If problem persists please contact Salesforce tech support they will have tools to remove the record type.
Can you please do it in this sequence -> uninstall the RingCentral App , remove the record type and then reinstall the app? Sorry for inconvenience but If problem persists please contact Salesforce tech support they will have tools to remove the record type.
-
130 Points
I tried. Got this error:
Data Not Available The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our support page.
Error ID: 821936881-599 (1914111084)
Data Not Available The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our support page.
Error ID: 821936881-599 (1914111084)
-
242 Points
Louis, were you ever able to get your app package uninstalled?
I ask because we are experiencing the exact same issue. We are currently trying to uninstall and re-install the app package to resolve a problem with call activities automatically being logged to the incorrect lead.
I tried uninstalling the app and was told that I couldn't because Accounts had been created with those Account Record Types. So I created my own, new account record type, updated those affected accounts so the app uninstall wouldn't have a conflict and now I've got the exact same problem you are having.
We were told by RC support to contact Salesforce support on the issue and Salesforce essentially told us, "it's a known bug, sorry, we don't have a fix," and gave us this link on the issue: https://success.salesforce.com/issues_view?title=unable-to-uninstall-managed-package&Id=a1p3A000000mP2n
I ask because we are experiencing the exact same issue. We are currently trying to uninstall and re-install the app package to resolve a problem with call activities automatically being logged to the incorrect lead.
I tried uninstalling the app and was told that I couldn't because Accounts had been created with those Account Record Types. So I created my own, new account record type, updated those affected accounts so the app uninstall wouldn't have a conflict and now I've got the exact same problem you are having.
We were told by RC support to contact Salesforce support on the issue and Salesforce essentially told us, "it's a known bug, sorry, we don't have a fix," and gave us this link on the issue: https://success.salesforce.com/issues_view?title=unable-to-uninstall-managed-package&Id=a1p3A000000mP2n
No, I'm stuck like you are. Perhaps RingCentral can put some pressure on SF.
(Edited)
Saadet, Employee
-
67,790 Points
Hey Louis and Dave,
I'm going to have our team contact you both individually about this.
I'm going to have our team contact you both individually about this.
-
130 Points
Have not heard from anyone as of yet.
Saadet, Employee
-
67,790 Points
Hey Louis, I followed up with my colleague regarding this. Did he contact you yet?
-
130 Points
He did, but he completely mis-understood the issue I was having.
Saadet, Employee
-
67,790 Points
I'm so sorry, Louis :( Would you mind forwarding me the emails that you have had with him to community.support@ringcentral.com? I will follow up with this as soon as possible!
-
242 Points
Saadet, I still have not had anyone reach out regarding the package uninstall issue.
Jitender Kumar, Director Application Development
-
1,748 Points
