Salesforce Field Request#1441

Hello Windsor Support Team,

I would like to request support for the RecordTypeId field from Salesforce. This field is available when connecting directly from Salesforce to Power BI, and I can also see it in the Salesforce backend. However, it does not appear in Windsor.ai, and the alternative field suggested (campaign_campaign_member_record_type_id) returns null.

Having access to RecordTypeId is important for my reporting needs, especially when using Looker Studio, so I would greatly appreciate it if this field could be added to Windsor’s supported Salesforce fields.

Thank you for your consideration, and please let me know if any additional details are needed.

This is available. The Salesforce connector does not list RecordTypeId as a predefined dropdown field, but you can pull it today using the connector’s custom-field syntax: request it as [Object]RecordTypeId, for example [Opportunity]RecordTypeId or [Account]RecordTypeId (matching the object you need). This returns the RecordType ID; note that traversing to the record type name (RecordType.Name) is not supported, only the ID.