In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience). Click the standard System Administrator profile, scroll down to "Record Type Settings," and click the link next to the object that includes the record type to deactivate or delete. The URL of this page looks like this:
Full Answer
How do I change the record type of a case?
When a new record is saved use workflow or process builder to change the record type. If custom development is an option you can override the new / edit / view pages for a case independently allowing you to display different fields in each scenario.
Does quick action override the'new'button in Salesforce?
It won't override the 'New' button globally, but you can hide that where possible and replace it with your quick action. Once the record is created the fields displayed when viewing or editing would be driven by the page layout. Show activity on this post.
How to display fields when creating a new case?
Once the record is created the fields displayed when viewing or editing would be driven by the page layout. Show activity on this post. The best way is probably to create a simple Visualforce page with the fields you want them to see when creating a new case and overwrite the "New" page on the Case's Buttons, Links, and Actions.
Can we 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.
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 do I restrict record types in Salesforce?
On the Libraries tab, select a library from the My Libraries area. Click Record Types. Optionally, change the default record type for the library. Select the Restrict the record types available in the library checkbox.
How do I change the record type visibility in Salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record.
Is it possible for a user to own a record and not see it?
Explanation: It's possible for a user to own a record and not see it if they don't have the Read Permission on the object. A. Sharing rules should be used when a user or group of users needs access to records not granted them by either role hierarchy or organization wide defaults. B.
Why record type is not showing up Salesforce?
Select the specific profile. Go to 'Record Type Settings' related list. Click Edit on the object which you can't select a record type. Check if there's other record type added in your profile, if none please add an existing record type or create a record type as needed.
What do record types control?
Record types determine the business processes, page layouts, and picklist values users have access to. Setting up record types will ensure that when Noah's Consulting Team views customer accounts, they won't also see the partner accounts.
What is OWD?
OWD stands for Organization Wide Default (OWD). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode. Organization Wide Default settings can be overridden using Sharing rules.
Can users view records assigned to a record type their profile does not have access to?
Parul. Yes you can give access from sharing setting you need give the permission.
How do you change a record type?
To start, open any Company Contact record. Next, click the drop down arrow in the actions menu and select 'Change Record Type'. Next you will be given the option to delete the Company record associated with the selected Company Contact.
Where is record type settings in Salesforce 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 the default record type for Chatter profile?
Go to sysadmin profile. Scroll down to record type settings and click on the edit link for changing the record type of the object concerned.