In the Action column, click Edit next to the Type field, and then edit the picklist values. In the Selected Values list, hold down Ctrl/Command and select Prospect, Customer - Direct, and Customer - Channel. Click Remove.
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!
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 delete a record type?
If you want to delete the record type you should be using the standard record type edit page under Customise > Opportunities > Record Types. This is GREAT - thank you so much!! had been struggling to get rid of multiple unnecessary record types but couldn't access the record type editor for the Chatter profiles (that are not even in use here).
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.
How do I remove picklist field from record type in Salesforce?
Remove a Picklist ValueNavigate to the picklist. For a global picklist value set: From Setup, enter picklist in the Quick Find box, then select Picklist Value Sets. ... Click the picklist name.To remove a value from the picklist, click Del next to the value's name. Decide whether to replace the value or leave it blank.
How do I change the record type field 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.
How do I remove a required field in Salesforce?
If you go to the custom field and edit it, you should be able to uncheck that option. Then you can remove it from your page layouts or delete it all together.
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.
Can we change record type of a record?
you cant edit the record type of the object in edit mode. If you go to the detail view of the page, you should see a field called record type with the link [change] next to it. "Opportunity Record Type" is the name of the field to add to the page layout.
Can we update a record type of a record in Salesforce?
Export Data or Export a Report to CSV and include Salesforce.com record Ids for the records to be updated. Locate or Find the ID of a record type you would like to apply to the records.
How do I hide a field in an object in Salesforce?
All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!
Can standard fields be removed from the page layout?
Tip You can't delete standard fields, but you can remove them from your page layouts. Navigate to the fields page for your object. Click the field label. To add custom help text, click Edit.
How do I bypass required field validation in Salesforce?
To access this field, select “System Variables”. Then choose “Current User” and select the Bypass Automation field. Your formula will be evaluating whether the Bypass Automation on the current user is marked True. Now Save the criteria, and add a new immediate action.
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 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 delete a record in Salesforce?
Delete RecordsFind and open the record you want to delete.Click Delete.
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.
How to Hide Fields
As we drift gently into another Spring, our spirits buoyed by the daily-increase in our allotted daylight, our rekindled ambitions reflected in the colorful buds of future flowers bursting against the bleary backdrop that too-long blanketed our Wintery world, admins everywhere find themselves shaking off the holiday haze and googling those things that “they definitely, definitely knew how to do just a few months ago”..
Getting Started
This question actually has a few answers depending on what you mean exactly by “hiding” fields, so we’ll run through all the possibilities. But all of the solutions start in the Object Manager, so navigate there first by clicking the cog in the upper right corner of your org and selecting “Set Up” from the drop down menu.