Stop a Profile from creating an Account record type...
- Go to profile
- Go to Record Type Settings
- Click Edit link for the Account Record Type
- Remove the record types from Selected Record Types
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!
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.
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 I restrict access to record types in Salesforce?
You can create a new record type and enable it for system admin profile only. Whenever you want to create a record that should be visible to admin only then choose this new record type. Other users will not be able to those records as they don't have access to that record type.
How do I change the record type permissions in Salesforce?
From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Object Settings, then click the object you want.Click Edit.Select the record types you want to assign to this permission set.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.
How do I remove record type access from all Profiles 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 [Edit] link next to the object which includes the record type to deactivate/delete.
How do I manage record types in Salesforce?
Create Record TypesFrom Setup, click Object Manager and select Account.Select Record Types, click New, and fill in the details. ... In the Make Available column header, deselect the checkbox.In the Make Available column, select these profiles. ... Click Next.More items...
How do I enable record types 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.
Where is record type settings in Salesforce?
Note If your organization uses person accounts, you can view the record type defaults for business accounts and person accounts. Go to Account Record Type Settings in the profile detail page. Clicking Edit in the Account Record Type Settings is another way to begin setting record type defaults for accounts.
How do I add a record type to a permission set?
Create a new permission set and assign it to that Sales support. When you are in the Permission Set, select Object Settings, for the object (in this case is Accounts), you will see Account: Record Type Assignments and enable Not-normal record type.
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 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.
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
