Delete Default RecordType for Chatter User Profiles | Salesforce Developer Guide
- De-activate the record type.
- If Record Type is being set as default record type for any of the Profiles, it throws an error to remove its...
- To remove references from Profile, go to Profile > Search for 'Record Type Setting ' > Edit and Update default record...
How do I change the default record type in Salesforce?
Once in the profile, go to the Find Settings box, enter the name of the object the record type you want to change is on, then select that object from the list of permissions. Once in the object, then open it for editing, and select the record type you now want as the default.
Why can't I deactivate this record type in Salesforce?
- Salesforce Developer Community This record type cannot be deactivated because the following profiles use this record type as default. This record type cannot be deactivated because the following profiles use this record type as default.
What are record types in Salesforce?
Record Types are one Salesforce feature that can be incorrectly implemented. So, Assessing what purpose your Record Types have, and removing those that don’t deliver any benefit, is an Admin job that shouldn’t be forgotten about. It’s a dirty job, but someone has to do it!
Why can't I delete this record type sales order?
This record type Sales Order cannot be deactivated because it is used by the following Objects. Show activity on this post. Certain Profiles like the Chatter Free User can be assigned Record Types which cannot be removed by clicking an edit link in the Record Type Section of the Profile. This prevents Record Types from being deleted.
How do I change the default 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.
How do I remove default record type from chatter profile?
Chatter profiles do not list "Record Type Settings"....Right click and retrieve from Org.Now we see the profile folder in our project folder repository. ... The above lines will remove default recordtype access from the profile. ... After inactivating the RecordType we can delete without any issues.
What happens when I delete a record type in Salesforce?
Removal of record types will have no repercussions on data other than the records being no longer differentiated by the present record types. After the profile-> record type assignment has been removed, deactivate and then just delete the record type and you should be golden.
What is a master record type in Salesforce?
The master record type is a placeholder record type when the system is set up out of the box. As the master record type is a place holder it does not have a record type id. If there are no other record types then you will need to assign the page layout you would like your profiles to use to the master record type.
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 remove record type access to all profiles in Salesforce?
All you have to do is go to Setup Account > Record Type and from there you can select the record type which you want to revoke access by clicking on the name of record type and removing the access to all profiles asociated to it .
How do I delete a record in Salesforce?
Delete RecordsFind and open the record you want to delete.Click Delete.
How do I delete a record page in Salesforce?
To delete a page or page variation:In Experience Builder, open the Pages menu.To access the Page Actions menu, click .To delete a page, click Delete Page. ... To delete page variations (if available), open the Page Actions menu and click Page Settings.Open the Page Variations tab.More items...
How do you remove a record type?
Click the standard System Administrator profile, scroll down to "Record Type Settings," and click the [Edit] link next to the object that includes the record type to deactivate or delete.
How do I change the default record type for a profile?
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.
How do I change my record type to master?
Kindly follow below steps.From Setup, enter profiles in the quick find box, select Profiles.In profiles, select System administrator profile.Drag down then you will find Record Type Setting section.In that you can see Accounts with edit option.More items...•
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.
Steps to update the record type assigned for the listed profiles
Note: These steps are best done in Salesforce Classic due to URL changes when working in Lightning Experience
Steps to locate Object ID
In Salesforce Classic: Setup | Objects | (Name of the object) | On the URL bar, locate the 15-Digit ID
