Slaesforce FAQ

how to remove fields from report type salesforce

by Allen Kuhlman Published 2 years ago Updated 2 years ago
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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 I remove fields from a released Salesforce package?

If not, then with justification, Salesforce can roll back your released package to a Beta state, which will allow you to remove fields and re upload. If the package version is installed anywhere though, this wont work.

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 to remove required fields from a 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.

How to hide a field in a profile?

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. I select the Field-Level Security button and try to uncheck checkboxs, but these are uneditable . How cai i do this ?

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How do you remove unwanted Fields from a report type 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.

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 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 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 you delete a field in report layout?

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 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.

Can you edit fields in a Salesforce report?

Open a report and hover over the text, numeric, or checkbox field that you want to edit. If you see a pencil icon, you can click it, modify the value, and then save. The field value is updated on the report and in the source record, and the report reruns automatically.

Can we edit report type in Salesforce?

Once you create a Custom Report Type and save it, there is no way to go in and edit it. This means that if you do not originally choose the correct fields or related list fields, you have no way of updating the Custom Report Type to include them. Instead, you must delete the Report Type and start from scratch.

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.

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 details in Salesforce Lightning report?

From the report builder, click Show | Details. A check mark beside the Details menu item means that details are displayed. Click Details to toggle between showing or hiding records.

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.

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.

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