I am looking forward to delete a Record Type in my Salesforce organisation. However before I go ahead and do the same I would love to know all of its dependencies in the entire org.

Please help me in finding a tool or a method to easily get all the list of dependencies associated with that particular record type.This may include ,

a) Workflows/Process Flows b) Validation Rules c) Apex Triggers/Classes d) Any other dependencies if we deactivate the record type.(including Picklist and Page layouts)

Thanks in advance.

1 Answer 1


Because of the various complexities of how developers and administrators might use record types, there really isn't an "easy" way to identify every possible combination. For example, developers may have used its ID, or may have created a custom label, either with its name or ID, or may have put the value in a Custom Setting or Custom Metadata, and they may have been used in reports, email templates, Lightning Components, and so on. The best way to figure it out would be to look at documentation, but many organizations do not document their configuration, either. If you don't have any documentation, then the only way to do this is to comb through your configuration.

I'd start by checking your Custom Labels, Custom Settings, and Custom Metadata to see if there are any aliases to the record type ID or name, and document these; this is mostly going to be manual work, unfortunately. From there, I'd consider doing a full metadata export (via Force.com IDE, for example), and doing a recursive file search for the name, the first 15 characters of the ID, and any custom labels, custom settings, and custom metadata that matches the potential values. Finally, you'll want to manually review the page layout assignments.

After you've documented and updated all of the values to use the new record type, you can then safely delete the old record type. I would also suggest doing this in a Sandbox first, if possible, and run all tests to see if anything breaks.


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