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.
What happens when you deactivate a record type in Salesforce?
Can we edit the record type in Salesforce?
How do I remove default record type from chatter profile?
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.
- 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 is page layout in Salesforce?
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.
What is a master picklist in Salesforce?
The master picklist is a complete list of picklist values that can be used in any record type. The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types.
What is a roll up summary field?
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship.
How do I delete a record page in Salesforce?
- In Experience Builder, open the Pages menu.
- To access the Page Actions menu, click .
- To delete a page, click Delete Page. …
- To delete page variations (if available), open the Page Actions menu and click Page Settings.
- Open the Page Variations tab.
- In Experience Builder, open the Pages menu.
- To access the Page Actions menu, click .
- To delete a page, click Delete Page. …
- To delete page variations (if available), open the Page Actions menu and click Page Settings.
- Open the Page Variations tab.
How do I delete a record in Salesforce?
Deleting a single record in Salesforce is pretty straightforward. Just navigate to the record you want to delete and look for the standard Delete button. Clicking this button will move that record into your ORG’s Recycle Bin. N.B. If you don’t see the Delete button you may need to edit the page layout to add it.
What is page layout record type?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
How do I create a record type in Salesforce lightning?
- From Setup, click Object Manager and select Account.
- Select Record Types, click New, and fill in the details. …
- In the Make Available column header, deselect the checkbox.
- In the Make Available column, select these profiles. …
- Click Next.
- From Setup, click Object Manager and select Account.
- Select Record Types, click New, and fill in the details. …
- In the Make Available column header, deselect the checkbox.
- In the Make Available column, select these profiles. …
- Click Next.
How do I make a record type read only?
We can Achieve this by using workflows rules. First create a new record type as a “Rean only”, it has only read only permission to all profiles . next create workflow on status field. if “status” is changed to “Closed” we can update the record type field.
How do I create a record type in Salesforce?
- From Setup, click Object Manager and select Account.
- Select Record Types, click New, and fill in the details. …
- In the Make Available column header, deselect the checkbox.
- In the Make Available column, select these profiles. …
- Click Next.
- From Setup, click Object Manager and select Account.
- Select Record Types, click New, and fill in the details. …
- In the Make Available column header, deselect the checkbox.
- In the Make Available column, select these profiles. …
- Click Next.
How do you edit a record type?
- 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.
- 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 delete a record type?
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.
Which of the following profile components can be used to make a field required?
‘Formula fieldLookup fieldPage layoutRelated listExplanation:To automatically add a field to all page layouts and make it visible andrequired everywhere regardless of field-level security, administrators canmake it a universally required field.
How do you install dlrs?
Install the DLRS Tool
Go here: https://github.com/afawcett/declarative-lookup-rollup-summaries, then scroll down to “Package Release History,” and use the Production URL/Sandbox URL links as appropriate. Select “Install for All Users” when presented with the package install screen.
How do I uninstall Lightning App Builder?
Open the page in Lightning App Builder and click Activation to deactivate it. Deactivating the page does not work and repeats the same steps. Until this issue is addressed, customers can rename the pages so as to mark them as un-usable.
How do I uninstall Lightning app?
Delete Lightning Application From Developer Console
Then search for your lightning application in the pop-up menu and open the lightning application you want to delete. After you have opened the lightning application. Click File | Delete to delete the lightning application in your salesforce org.
Where is Recycle Bin in Salesforce?
Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page.