On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApi__Event__c field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.
What is a report type in Salesforce?
A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce generates automatically for you.
How to create reports outside of standard reports in Salesforce?
To create reports outside of these standard reports we need to create custom report types. Custom report types can include up to 4 objects in a parent-child mode, include fields from lookups to other object as well as a whole bunch of other features, let’s take a deeper look. To get started on CRT please navigate to..
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 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 edit a field in Salesforce report type?
To rename or set which fields are selected by default for users, select one or more fields and click Edit Properties. Click the Checked by Default checkbox next to one or more fields. ) on the field layout of the custom report type. Change the text in the Display As field next to the field you want to rename.
Can we delete a field used on report salesforce?
From the management settings for the field's object, go to Fields. Click Del next to the name of the field. When prompted, select the Yes, I want to delete the custom field checkbox to confirm, and click Delete.
How do I hide a field in a Salesforce report?
Review the field's Field Level Security settings. 2. Note that the field is set to 'Hidden' for some Profiles. 3. Hover over 'Hidden' and either field is hidden because of page layout or field is hidden because of Field Level Security appear.
How do I remove field layout properties?
Double-click the field on the layout, then choose a field name in the Specify Field dialog box. Click the field on the layout, then press Backspace or Delete. Removing a field this way does not delete the field or its data from the database.
How will you delete a field?
Delete a field from a table. In the Navigation Pane, right-click the table, and then click Design View. In the table design grid, select the field that you want to delete, and then press DEL.
How do I remove a field from a page layout in Salesforce?
“Deleting” Fields First, if it's a custom field and you're just trying to get rid of it, select “Fields & Relationships” from the left-hand column. Then, find the field you'd like to delete and click the menu arrow on the right-side of its row. Then select “Delete” from the drop-down menu.
How do you hide fields in a report?
To hide a field in your report, right-click a field and click Hide. The hidden field appears slightly faded in its bucket, as shown in the following image. You can display the field again by right-clicking it and de-selecting the Hide option.
How do I hide a field while creating record in Salesforce?
Create two Record Types.(Name it as New, Detail)Create two Page Layout. ... Assign the New Pagelayout as the default on the profile.To bypass the record type select screen ( Your name(in header) - > My Settings - > Display and layout - > Set Default Record Types ) or Give user access to only NewRecord using profile.More items...•
How do I hide standard fields in Salesforce?
Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields.
How do I add a field to a custom report type?
From Setup, enter Report Types in the Quick Find box, then select Report Types. Click the name of the Report Type you're using. From the 'Fields Available for Reports' section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save.
How can you modify report and print a report?
Select File > Print > Print Preview. To page through the report, select the Page arrows. ... To change the margins, select Margins and select a margin size.When you're satisfied with the look of the report, select Print and then specify printing options. ... To print the report, select OK.
How do you edit a report?
Add or edit a report titleOn the Design tab, in the Header/Footer group, click Title. ... When the label is created, the text in the label is selected for you so that if you want to change the text, you can just begin typing the title you want.Press ENTER when you have finished.
How to remove fields from page layout?
You can remove them from page layout. Goto page layout of your custom object>drag and remove fields from page layout. You can't remove required fields but you can remove standard fields like owner, created by,last modified by from page layout.
Can you remove the last modified by field in a page?
You can remove the standard fields like " owner ", " created by ", " last modified by " from the page layout. If a field is not required at the sobject level, you can remove it from the page layout. please Mark it as the best Answer if it resolved the problem. Best Regards.
How many record types are there in Opportunity?
After looking around at the Opportunity, you notice their Opportunity object has five record types. Right away, this seems excessive – and it might be. But nobody, not even a seasoned, expert Administrator can make that call from this information alone.
Can you change the default record type on a profile?
Default Record Types on Profiles – You may need to adjust the default Record Type on your Profiles before deletion. Either change the default Record Type, or change it to “Master”. Changing the Record Type on the Standard Profiles is a bit more tricky, but it can be done. I can’t take the credit for figuring this one out, but the original answer can be found here.
Can you delete 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!
Can Salesforce record types be incorrectly implemented?
It’s all very well building out your Salesforce org to accommodate your processes further, even the complexity unique to your organization, but, there will come a time where you will need to take a step back and audit your setup. 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!
Resolve Master-Detail Relationship On Custom Report Types
After you’ve replaced the deprecated field in your custom Reports, you can do the same for your custom Report Types.
Next Steps
Once you have reviewed your custom Report Types and Reports to replace the deprecated field, it’s time to take a look at Reports using Report Types from the Fonteva Reports package. Head to Updating Report Fields: Fonteva Reports to learn how.
What is Salesforce report type?
Custom Report Types are a fantastically easy way to create complex, dynamic reports that go beyond standard Salesforce reports. . A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own, e.g. “Cases”. If you also create custom objects and add lookup/master-detail relationships, Salesforce will automatically create standard report types for these as well, such as Opportunities with Shipping or Opportunities and Shipping (Depending on whether it is a lookup or master-detail).
When Should You Use a Custom Report Type?
Custom report types come in when you want to go beyond standard and auto-created report types. Great examples of when you would look to create a custom report type are if you need to:
Can you add fields to a report in CRT?
Fields are also automatically added when new ones are created on the object. However, with CRT you can add fields into the report from ANY related object. This is especially useful when you need to view fields that may not be needed on the object itself, but are key to reporting.
