5 Answers.
- 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 ...
- Now replace the id of sysadmin profile in the url with id of the profile you want to change; you have to do it in two places.
- This will take you to the page where you can remove the record type.
Full Answer
How to delete a record type in Salesforce?
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. Log In to reply.
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.
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.
Why can't I delete a record type?
Error: "Cannot delete a record type because record type is in use by Package Manager or System Administration profile". These profiles are not supposed to be accessible as they are used for App Exchange packages.
How do I remove record type from profile in Salesforce lightning?
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 [Edit] link next to the object which includes the record type to deactivate/delete.
How do I hide record type from profile 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 remove record type from all Profiles?
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 for few users in Salesforce?
You have to have the default for the objects' sharing settings be Private and then create custom sharing rule to open-up access based on the record type or any other criteria. Please mark this answer as the best answer if it resolved your issue. Thanks!
How do I assign a record type to a profile in Salesforce?
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.
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 I remove record type access from chatter profile?
3) To remove references from Profile, go to Profile > Search for 'Record Type Setting' > Edit and Update default record Type. Issue comes when we are trying to remove references from Chatter Free User Profile, Chatter External User Profile, Chatter Moderate User Profile.
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 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 grant access to record types in Salesforce?
From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Object Settings, then click the object you want.Click Edit.Select the record types you want to assign to this permission set.Click Save.
What can a record type control in Salesforce?
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How does sharing rules work in Salesforce?
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
How do I enable the enhanced profile interface?
To enable the enhanced profile user interface:From Setup, enter User in the Quick Find box.Select User Management Settings.Enable Enhanced Profile User Interface.
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.
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.
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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
