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.
Table of Contents
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 to delete a record using Lightning Data Service?
To delete a record using Lightning Data Service, call deleteRecord on the force:recordData component, and pass in a callback function to be invoked after the delete operation completes. The form-based components, such as lightning:recordForm, don’t currently support deleting a record.
How to undo a delete action in Salesforce lightning experience?
Users now have the ability to undo a delete action when they have accidentally deleted a record in Salesforce Lightning Experience. 1. Open an Opportunity Record in Lightning Experience. 2 .Click the Delete button. 3 .Receive a warning message of: “Are you sure you want to delete this opportunity?” 4. Click Delete . 5.
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.
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”. Description: These profiles are not supposed to be accessible as they are used for App Exchange packages.
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.
How do I change the default record type in Salesforce lightning?
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?
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.
Can I delete a record type in Salesforce?
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 [Edit] link next to the object that includes the record type to deactivate or delete.
How do you delete a field from a record type in Salesforce?
First, if it’s a custom field and you’re just trying to get rid of it, select “Fields & Relationships” from the left-hand column. Then, find the field you’d like to delete and click the menu arrow on the right-side of its row. Then select “Delete” from the drop-down menu.
How do I remove default record type for all profiles in Salesforce?
1:566:52How To Delete Record Types In Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on nonprofit remove it we replace it with organization. And we can save. And then we go rightMoreClick on nonprofit remove it we replace it with organization. And we can save. And then we go right back to our record types.
How do you change a record type?
To start, open any Company Contact record. Next, click the drop down arrow in the actions menu and select ‘Change Record Type’. Next you will be given the option to delete the Company record associated with the selected Company Contact.
How do I edit a record type 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.
What are record types 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.
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.
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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.
