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:
How do I remove a record type from a profile?
Certain Profiles like the Chatter Free User can be assigned Record Types which cannot be removed by clicking an edit link in the Record Type Section of the Profile. This prevents Record Types from being deleted. In order to remove the record type from the Profile a URL 'Hack' must be performed.
How do I edit a record type in Salesforce?
Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section At this Point you will be at the Edit Record Type Settings Page for the Object. 2)Copy the URL from the adress bar on your browser and paste it into note pad:
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 associate a profile with a record type?
You can associate several record types with a profile. For example, a user needs to create hardware and software sales opportunities. In this case, you can create and add both “Hardware” and “Software” record types to the user’s profile. From Setup, enter Profiles in the Quick Find box, then select Profiles.
How do I remove default record type from chatter profile?
Chatter profiles do not list "Record Type Settings"....Right click and retrieve from Org.Now we see the profile folder in our project folder repository. ... The above lines will remove default recordtype access from the profile. ... After inactivating the RecordType we can delete without any issues.
How do I hide record type for few users 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 give a profile access to a record type in Salesforce?
Assign Record Types to Profiles in the Original Profile...From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile. ... Click Edit next to the appropriate type of record.Select a record type from the Available Record Types list and add it to the Selected Record Types list.More items...
Does deactivating record types remove them from profiles or permission sets?
Deactivating a record type doesn't remove it from any user profiles or permission sets. Deactivating a record type means that no new records can be created with the record type. However, any records that were previously created with the record type are still associated with it and with its associated page layout.
How do I restrict access to record types in Salesforce?
You can create a new record type and enable it for system admin profile only. Whenever you want to create a record that should be visible to admin only then choose this new record type. Other users will not be able to those records as they don't have access to that record type.
Can users view records assigned to a record type their profile does not have access to?
Hi Avnish, Users can view records of all record types so long as they have read access to the object and sharing (at least read) access to the record. The explicit record type settings on the profile controls on which RecordTypes can user create records for, if they have write access on the object.
How do you change the record type available for your 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. Select a record type from the Available Record Types list and add it to the Selected Record Types list.
How do I change the record type for a 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 I change the default record type in Salesforce for all profiles?
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.
What happens if you 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 you change record types in Salesforce?
0:103:19We are going to learn how to change or update record types with data loader system administratorsMoreWe are going to learn how to change or update record types with data loader system administrators may use data loader to mass update or change record types for multiple records. This is the easiest
How do I change the opportunity record type in Salesforce?
Open the record.Click Change next to the Record Type field on a record detail page. Note: For campaign members, click Change next to the Campaign Member Type field on a campaign detail page. ... Select a record type. The available record types are listed at the bottom of the page.Click Continue.
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.
Can you select a master record type?
Users can’t select the Master record type. Users are prompted to select a record type. Users are prompted to select a record type. In their personal settings, users can set an option to use their default record type and not be prompted to choose a record type.
Can you specify a record type in a profile?
Users can view their default record type and edit record type selection in personal settings. You can’t specify a default record type in permission sets. In Profiles: You can assign the master record type in profiles, but you can’t include custom record types in the profile.
What happens after you create record types?
After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.
What is a master record?
Master is a system-generated record type that's used when a record has no custom record type associated with it. When you assign Master, users can't set a record type to a record, such as during record creation. All other record types are custom record types. From Default, choose a default record type.
Can you view records of any record type?
Users can view records of any record type, even if the record type is not associated with their profile. You can associate several record types with a profile. For example, a user needs to create hardware and software sales opportunities.
