In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience); click into the standard System Administrator profile, scroll down to "Record Type Settings," and click the link next to the object which includes the record type to deactivate/delete.
How do I change the default record type in Salesforce?
Once in the profile, go to the Find Settings box, enter the name of the object the record type you want to change is on, then select that object from the list of permissions. Once in the object, then open it for editing, and select the record type you now want as the default.
Why can't I deactivate this record type in Salesforce?
- Salesforce Developer Community This record type cannot be deactivated because the following profiles use this record type as default. This record type cannot be deactivated because the following profiles use this record type as default.
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!
Why can't I delete this record type sales order?
This record type Sales Order cannot be deactivated because it is used by the following Objects. Show activity on this post. 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.
How do I change the default record type in Salesforce?
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.
How do I remove default record type from chatter profile?
Go to sysadmin profile. Scroll down to record type settings and click on the edit link for changing the record type of the object concerned. This will open the record type edit page for the object, for sysadmin profile.
How do you remove access to a record type?
All you have to do is go to Setup Account > Record Type and from there you can select the record type which you want to revoke access by clicking on the name of record type and removing the access to all profiles asociated to it .
How do I hide record type 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.
What happens when you deactivate a record type in Salesforce?
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 delete sales process in Salesforce?
Delete an opportunity stage in Lightning ExperienceNavigate to Setup.Click Object Manager | Opportunity | Fields & Relationships.Click the 'Stage' field name.Click 'Del' next to the pick list value.Select the appropriate stage from the drop down that all opportunities with the current stage will be replaced with.
What is record type in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
Where is OWD in Salesforce?
OWD stands for Organization Wide Default (OWD). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode. Organization Wide Default settings can be overridden using Sharing rules. One user can exist in one profile.
What is a record type?
A record type is the format for a particular type of change request. It is roughly analogous to a table in a relational database. Each record type defines the data that can be collected for one type of change request.
How do I hide record type for few users?
To hide a record type from users, perform the following steps in the ClearQuest Designer: Create a user group and assign the user's you want to see the record if applicable. If you do not want any user seeing this record type, don't assign users to the group. Upgrade the database.
How does sharing rules work in Salesforce?
It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria. After you select which records to share, you define which groups or users to extend access to and what level of access they have.
Steps to update the record type assigned for the listed profiles
Note: These steps are best done in Salesforce Classic due to URL changes when working in Lightning Experience
Steps to locate Object ID
In Salesforce Classic: Setup | Objects | (Name of the object) | On the URL bar, locate the 15-Digit ID
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.