For years, when looking at the field RecordTypeId on the object Opportunity, I was convinced you could only see the Id value.

That means if I want to create a formula field on Opportunity that depends on the record type, it would look something like this:

IF(RecordTypeId = "0128W000000JwR7QAK", "DON", "ORD")

Today I learned (thanks to Gemini), you can actually use this field as a lookup. I know, there’s no indication it can be used this way, but this actually works:

IF(RecordType.DeveloperName = "Donation", "DON", "ORD")

The takeaway
Once again Salesforce hides useful functionality behind some weird quirk.

Category:
Salesforce