Click here to Skip to main content
13,254,077 members (56,477 online)
Click here to Skip to main content
Add your own
alternative version

Tagged as


Posted 21 Jul 2011

Getting the Default Record Type of a User for Event Creation in Salesforce

, 21 Jul 2011
Rate this:
Please Sign up or sign in to vote.
How to get the default record type of a user for event creation in Salesforce

I have been twisting my head around in finding a solution for this simple task and I guess its worthwhile to share this information with everyone as I cannot find any solution related to my problem on Google or even in Developer Force. Eventually, it ended up calling their premier support for assistance, then after a week of emails sent back and forth, the answer was:

“you cannot get the default record type for user without logging to”

What that means is that you cannot get the default record type for a user if you are using a privileged account, you must use the users login credentials when performing the query, which defeats the purpose of having a super user account creating events for you programmatically.

Anyway, here is what I have initially done to get the default record type. At first, they suggested this solution in Java:

Schema.DescribeSObjectResult oSObjectResult = Event.SObjectType.getDescribe();
ListRecordTypeInfo> oRecTypeInfos = oSObjectResult.getRecordTypeInfos();

Schema.RecordTypeInfo has a method isDefaultRecordTypeMapping()

So I used that information to grab what I want in C#, so I created a method to extract that information:

public SforceService Authenticate()
        SforceService oSalesForceService = new SforceService();
        oSalesForceService.Timeout = 60000;

        // Set Proxy Details if you are using one
        WebProxy oWebProxy = new WebProxy(WebRequest.DefaultWebProxy.GetProxy(
            new Uri(oSalesForceService.Url.ToString())));
        oWebProxy.Credentials = CredentialCache.DefaultCredentials;
        oWebProxy.UseDefaultCredentials = true;
        oSalesForceService.Proxy = oWebProxy;

        //Initialize SalesForce Service
        LoginResult oLoginResult = oSalesForceService.login(sUserName, 
            string.Concat(sPassword, sToken));

        oSalesForceService.Url = oLoginResult.serverUrl;
        oSalesForceService.SessionHeaderValue = new SessionHeader();
        oSalesForceService.SessionHeaderValue.sessionId = oLoginResult.sessionId;
        GetUserInfoResult oUserInfo = oLoginResult.userInfo;

        return oSalesForceService;
    catch (Exception ex)
        return null;

public string GetRecordType()
    SforceService oSalesForceService = Authenticate();

    string sRecordTypeId = "";

    DescribeSObjectResult oObjectResult = 
    List<RecordTypeInfo> oRecTypeInfos = 
    foreach (RecordTypeInfo oRecTypeInfo in oRecTypeInfos)
        if (oRecTypeInfo.defaultRecordTypeMapping == true)
            sRecordTypeId = oRecTypeInfo.recordTypeId;
    return sRecordTypeId;

Using that will be an issue as it is not showing options on filtering it by Owner ID like what SalesForce has in other tables, so the result shown after I executed the method is the default record type of the privileged Account. So I thought I can go directly to the related tables perform SQL queries like such:

oQueryResult = oSalesForceService.query(
"Select Id, Name from RecordType where SobjectType = 
'Event' and IsActive = True and OwnerID = '" + sOwnerID +"'");

and might have some hope in there but after checking the RecordType and RecordTypeInfo, there is no field for Owner ID:

and in User class, there are no fields for Default record type.

So the only real solution for this as of this post date is to keep a local copy of the default record type per user or as a Global setting if you wish. So when I create event, I assign the RecordTypeId by getting it by the “Record Type Name” defaulted to a user which is stored locally.

oEvent.RecordTypeId = GetRecordTypeId(sUserDefaultRecordType);
public string GetRecordTypeId(string sRecordTypeName)
    SforceService oSalesForceService = Authenticate();

    QueryResult oQueryResult = null;

    oSalesForceService.QueryOptionsValue = new QueryOptions();
    oQueryResult = oSalesForceService.query(
"Select Id from RecordType where SobjectType = 'Event' 
and IsActive = True and Name = '" + sRecordTypeName + "'");

    if (oQueryResult.size != 0)
        RecordType oRecordType = (RecordType)oQueryResult.records[0];
        return oRecordType.Id;
    return null;

I hoped I helped someone out there with a similar situation as I have.


This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)


About the Author

Raymund Macaalay
Technical Lead
New Zealand New Zealand

You may also be interested in...


Comments and Discussions

-- There are no messages in this forum --
Permalink | Advertise | Privacy | Terms of Use | Mobile
Web03 | 2.8.171114.1 | Last Updated 21 Jul 2011
Article Copyright 2011 by Raymund Macaalay
Everything else Copyright © CodeProject, 1999-2017
Layout: fixed | fluid