How to disable a Record Type in Salesforce
How to disable a Record Type in Salesforce Using record types you can provide different sales/business processes to your users with different picklist values and different page layouts.
When creating a new record type you can choose if you want to enable it for one or several profiles. If you enable it, it will (if more than one are enabled ) appear as a choice that comes up before you create a new object.
Let’s take the Opportunity as an example. I need three record types and first I decide to have all three enabled, i.e. to have as choices in the beginning of a creation of an object instance.
Find the record types for the Opportunity here:
When you are creating a new record type you get the option to enable it for all or some profiles. If they are enabled they will appear as choices as explained before. Important though is thay they have to be active. If they are not active they can not be used.
Now we have three record types for the Opportunity:
And in the profile for the Contract Manager for example we can see that three Opportunity Record Types has been enabled.
To disable a record type from only one or some profiles you can simply click on edit and select or deselect which should be available.
But if you want to disable a record type from all profiles and don’t want to go through the work of entering each profile separately you simply open the record type and inactivate it. This way it will automatically be disabled and removed as selected from the profiles.
If you want to enable a record type again though after this you don’t seem to get the same option as when first creating the Record Type, i.e. to enable for one or several profiles at once. Instead you would have to enter each profile separately and reselect it again.
When creating a new record type you can choose if you want to enable it for one or several profiles. If you enable it, it will (if more than one are enabled ) appear as a choice that comes up before you create a new object.
Let’s take the Opportunity as an example. I need three record types and first I decide to have all three enabled, i.e. to have as choices in the beginning of a creation of an object instance.
Find the record types for the Opportunity here:
When you are creating a new record type you get the option to enable it for all or some profiles. If they are enabled they will appear as choices as explained before. Important though is thay they have to be active. If they are not active they can not be used.
Now we have three record types for the Opportunity:
And in the profile for the Contract Manager for example we can see that three Opportunity Record Types has been enabled.
To disable a record type from only one or some profiles you can simply click on edit and select or deselect which should be available.
But if you want to disable a record type from all profiles and don’t want to go through the work of entering each profile separately you simply open the record type and inactivate it. This way it will automatically be disabled and removed as selected from the profiles.
If you want to enable a record type again though after this you don’t seem to get the same option as when first creating the Record Type, i.e. to enable for one or several profiles at once. Instead you would have to enter each profile separately and reselect it again.
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