Remove Record Type from Chatter Profiles

Question

I want to remove the Record Type applied to a Custom Object. There will be no record types at all.

I cannot remove one of the record types because its set to the default for several profiles (in fact all profiles). Therefore it seems like I have to manually enter each profile and delete it. Joy.

However, for Chatter type profiles I don't have the option to enter "Object Settings". So I can't remove it it from these profiles. Which means I can't remove the Record Types attribute at all.

Any ideas how to get around this?

Ideally I'd like a page, like the one I was offered when I created the record type, that lists all profiles and has a picklist for each row ('default on' or something).

The only "solution" I found was this: https://success.salesforce.com/answers?id=90630000000h2pXAAQ which seems like its out of date now. I can't navigate to a setup/ui/profilerecordtypeedit.jsp page as described in that link.

Answer 1

Clues came from here:

http://sfdciq.com/unable-to-delete-record-type/

The solution is a URL hack.

https://xxx.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id={Profile ID}&tid={Custom Object ID}&pn={Profile Name}

Eg,

As a System Administrator, I go to Setup > Profiles > the profile I'm interested in. Lets say "Chatter External User"

The url for this profile contains the Profile ID: https://xxx.salesforce.com/00e20000001nAgo

I also have to copy the Profile Name: "Chatter External User"

Then I go to Setup > Create > Objects > the object I'm interested in. Let's say "Custom Object"

Again the url contains the tid:

https://xxx.salesforce.com/01I20000000y7Hh?setupid=CustomObjects

My final hacky URL is:

https://xxx.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=00e20000001nAgo&tid=01I20000000y7Hh&pn=Chatter+External+User

NB For Standard Objects the parameter tid is the name of the object "Contact", "Account", Opportunity" etc. For Custom Objects its the ID of the Custom Object.

I can now remove the unwanted Record Type from "Selected Record Types".

Simple wimple.

Answer 2

Before following those steps, try the following:

Setup > Customize > User Interface > 

Disable  > Enable Enhanced Profile User Interface

Then follow the instruction, you should be able to get to the page where you can remove the record type.

Answer 3

Fetch your profiles.

$ force fetch -t Profile

Replace the contents of your Chatter Profiles (Chatter External User, Chatter Free User, etc.) to disable the Record Types.

<?xml version="1.0" encoding="UTF-8"?>
<Profile xmlns="http://soap.sforce.com/2006/04/metadata">
    <recordTypeVisibilities>
        <default>false</default>
        <recordType>My_Object__c.Bad</recordType>
        <visible>false</visible>
    </recordTypeVisibilities>
</Profile>

Deploy the profiles.

$ force push src/profiles/Chatter*

Answer 4

if the above URL hacking didn't work please use the below VS code solution and it is very charm!

1. Retrieve Profiles in VS code.

   a. If Profile is not an available folder to retrieve in VS code then need to modify the Package.xml file in VS code(VScode > Manifest > package.xml) to get all profiles. Add the below codes in the xml file

<types>
        <members>*</members>
        <name>Profile</name>
</types>

   b. Right click and retrieve from Org.

2. Now we see the profile folder in our project folder repository. open the respective profile where default recordtype access need to be moved and add the below code and deploy to org.

   false CustomObjName.RecordTypeName false

3. The above lines will remove default recordtype access from the profile. So after the deployment go the Object Manager > Custom Object > RecordType > Inactive.

4. After inactivating the RecordType we can delete without any issues.

Answer 5

This can be done by url hacking. You just need to go one more step ahead.

1. Go to sysadmin profile.
2. 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 edit page for the object, for sysadmin profile.
3. 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.
4. This will take you to the page where you can remove the record type.