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.
Full Answer
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.
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 do I remove a standard field from a profile?
Inorder to remove the standard field from view, 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 you delete a field from report type layout in Salesforce?
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.
How do I delete a field from a report in Salesforce?
If a report includes a column that isn't useful to you, remove it. If you want more data displayed, add another column. To add a column, double-click the additional field from the Fields pane, and reorder the columns if you want to. To remove a column, click the column and select Remove Column.
How do you delete a field in report layout?
Drag the crosshair to draw the field, then choose a field name in the Specify Field dialog box. 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.
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.
How do I delete a field in Salesforce?
Delete FieldsFrom 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 add a field to a custom report type?
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 Not in Page Layout section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.
What is the difference between report and report type?
In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.
How do I add a field to a report in Salesforce?
Fields Available for ReportsSelect the object on the right window.Click "Add Fields Related Via Lookup".Click the lookup field in the current object. You can now see the fields from the lookup object.Select the fields you would like to add and click OK.
How do I create a custom report type in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...
Can you edit standard report types Salesforce?
Standard report types can't be edited, new fields are automatically added. For unrelated objects, or parent objects in lookup relationships only, a single Standard Report Type is created, named as per the object plural name. E.g. “Rubric Scores”.
How do I delete a custom report type?
Delete a custom report type by clicking Del next to the custom report type's name. All the data stored in the custom report type is deleted and can't be restored from the Recycle Bin. Important When you delete a custom report type, any reports based on it are also deleted.
Can you inline edit reports in Salesforce?
How: First, contact Salesforce Customer Support and request to have inline editing turned on. Then in Setup, from Reports and Dashboards Settings, select Enable Inline Editing in Reports (Lightning Experience only), and save your changes. You're now set to go.
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.
