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
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 enforce access to objects/Records in Salesforce?
If the user has access via API, VF, Apex, or any other way, they will have access to your record. You should enforce access to your objects/records using CRUD/FLS/Sharing.
What to do if you get something in error in Salesforce?
If the worst-case scenario happens, and you get rid of something in error, you’ll be able to see your changes in the Field History, and also have an external doc you can use for reference or backup. Start with making sure you have a corresponding Page Layout for each of the Record Types you’re going to keep and update them accordingly.
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!
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.
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 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.
How do I specify 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.
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 is the purpose of record types in Salesforce?
Record Types are used so that you can display different processes, picklist values, and object page layouts to different users in your Salesforce system.
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 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.
How do I change system admin profile custom record type settings?
In the Profiles table, click System Administrator. Under Apps, click Object Settings. Search for and select Accounts, and then click Edit....Assign Record Types to the System Admin ProfileFor Person Account, select Assigned Record Types and Default Record Type.Deselect all other options.Save your changes.
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.