In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience); click into the standard System Administrator profile, scroll down to "Record Type Settings," and click the link next to the object which includes the record type to deactivate/delete.
How to delete a record type in Salesforce?
In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience); click into the standard System Administrator profile, scroll down to "Record Type Settings," and click the link next to the object which includes the record type to deactivate/delete. Log In to reply.
How to deactivate a record type?
If you want to deactivate that record Type then first you need to remove all the references with that record Type which means go to that profile which using that record type, and then try to deactivate that Record Type. You can't deactive any record type if they are in used.
How many record types does a Salesforce opportunity have?
You come into an existing Salesforce org, as a new hire or as an admin. During your first call with the Sales team, you learn that the users are frustrated by unnecessary clicks, bad page layouts, and general confusion on the Opportunity. After looking around at the Opportunity, you notice their Opportunity object has five record types.
Can you delete anything in Salesforce?
Deleting anything in Salesforce can bring on a panic attack in even the most experienced admins, but if you take care, document your process, and have a backup, you’ll have clean Record Types and happy Users in no time!
What happens if I deactivate a record type in Salesforce?
Deactivating a record type doesn't remove it from any user profiles or permission sets. Deactivating a record type means that no new records can be created with the record type. However, any records that were previously created with the record type are still associated with it and with its associated page layout.
How do you write an inactive record type?
Navigate to [Your Name] > Setup and search for Contact. Navigate to the Record Types section. Click Edit on the type you wish to deactivate. Uncheck the Active box.
How do I hide record type in Salesforce?
Unfortunately, it's not possible to hide those other 2 record types if access is already granted from the profile. I would suggest to remove the access to it from the profile and grant it via permission set so you have more control on people who need access to certain record type.
Why can't I delete a record type?
Error: "Cannot delete a record type because record type is in use by Package Manager or System Administration profile". Description: These profiles are not supposed to be accessible as they are used for App Exchange packages.
How do I change the record type in Salesforce?
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. ... Select the data type to specify that you want to use the default record type whenever you create that type of record. ... Click Save.
What is the record type in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do I hide record type for few users?
To hide a record type from users, perform the following steps in the ClearQuest Designer: Create a user group and assign the user's you want to see the record if applicable. If you do not want any user seeing this record type, don't assign users to the group. Upgrade the database.
How does sharing rules work in Salesforce?
It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria. After you select which records to share, you define which groups or users to extend access to and what level of access they have.
How do I delete a record in Salesforce Developer Console?
With the developer console, you can enter Apex code directly into your Salesforce to enable you to delete records. To use this method, simply open the editor window and enter code by changing MyObect to the object you will like to delete from. For example: delete[SELECT id FROM MyObject];
How do I delete sales process in Salesforce?
Delete an opportunity stage in Lightning ExperienceNavigate to Setup.Click Object Manager | Opportunity | Fields & Relationships.Click the 'Stage' field name.Click 'Del' next to the pick list value.Select the appropriate stage from the drop down that all opportunities with the current stage will be replaced with.
How do I assign a record type to a profile in Salesforce?
To specify record types and page layout assignments:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.In the Find Settings... ... Click Edit.In the Record Types and Page Layout Assignments section, make changes to the settings as needed. ... Click Save.
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Step 2: Planning & Decisions
Next, you’ll need to map out the ideal, clean plan for using Record Types going forward. Check out my earlier Blog Post on planning out Record Types. The end result here is that you will have a map of the differences of each Record Type. While doing this, you’ll also need to decide which Record Types to delete.
Step 3: Make Some Changes
Important Tip: Make sure field history is enabled for any fields you’re going to modify in the process of cleaning up, and also use Data Loader to do an ‘Export All’ before you begin.
Step 4: Delete the Record Types!
Yes, it’s really that easy! The most important part of this process is backing up your data before you begin. Export All and Field History are fast, easy, and free. If you happen to have a full copy sandbox, go ahead and refresh it before you begin. There’s plenty of paid services on the App Exchange as well.
