Record Types in Managed Packages

By | March 31, 2016

In this article we will discuss the problem, which you can hit when packaging your App as a managed package. If you have record types on your custom object and you want to grant access to your object fully with permission sets you may have problems when uploading this as a managed package and installing it in the subscriber’s org. Access to record types will be declined and you will have no further possibility to grant access to the record types.

Example:

Developer’s org.:

Developer's org.

Subscriber’s org.:

Subscriber's org.This problem is very critical for those developers who want to provide “out-of-the-box” solutions, because granting access to record types through profiles by adding them into package isn’t best solution for all cases, because some companies already have sophisticated profiles settings in their live org. So all we can do is to wait for Salesforce to enable this functionality or to fall back on a workaround, such as:

  1. Cloning permission sets in the subscriber’s org. and enabling record types through it.
  2. Grant access through Profiles in the subscriber’s org.
  3. Provide Profile settings in your managed package.

Resources:

  1.  Salesforce success community.

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