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Joshua RyanJoshua Ryan 

Can't Delete Record Type because of Chatter Profiles

 I'm trying to delete a Record Type. I've removed the record type from all of the profiles that I could. But now when I try and delete the Record Type it says I have three profiles still using it. Chatter Free User, Chatter Moderator User, and the Force.com Profile. Looking at these profiles there's nothing showing where I can remove any Record Types?
Best Answer chosen by Ed (salesforce.com) 
Desiree LeslieDesiree Leslie
Hi Jeff,
   I managed to save the context of that web page, just in case it did go away.  Here's the text:

First thing to do is **disable** the Enhanced Profile User Interface checkbox in the User Interface

Setup> Customize> User Interface> Setup Section> De-select  Enable Enhanced Profile User Interface> Save

Proceed with the following Steps:

1)Please follow this click path:

Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section

At this Point you will be at the Edit Record Type Settings Page for the Object.

2)Copy the URL from the address bar on your browser and paste it into notepad (or your favorite editor):

https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

3)Now follow this click path

Setup> Manage Users> Profiles> Chatter Free User

4)Copy the 15 digit Salesforce Id from the URL in the Address bar of your Browser:

yyyyyyyyyyyyyyy

5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.

This:

https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

Should now look like this:
https://na5.sfdcdro.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy

6)Now take the modified Url and place it in the Address bar of your browser and hit enter.

****This will seem to have taken you to the System Administrator's edit page but you are in the right place.****

7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.


All you need to do now is repeat this for any other Profiles in which it is necessary, then Deactivate and Delete the Record Type.

 Example:
https://na3.sfdcdro.com/setup/ui/profilerecordtypeedit.jsp?id=00e50000000udud&tid=Lead&pn=Standard+User&retURL=%2F00e50000000udud

Breaking it into its components, we have:

https://{instance}.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id={profile ID}&tid={object name}&pn={Profile Name}&retURL=%2F{profile ID}

Here are the components you will need to fill in, and how to get them:
{instance} - The server the org is on, e.g. NA1, EU0, AP1
{profile ID} - The record ID of the profile. You can take this from the URL of the profile page in Step 1
{Object Name} - For Standard objects, this will be the object name e.g. Lead, Contact, Account. For Custom objects, this will be the Object ID, which you can get from the Object detail page URL in Create | Objects | <object name>
{Profile Name} - Take this from the Profile detail page, and replace and spaces with a "+" symbol e.g. Standard+User, External+Who, System+Administrator

I hope this helps!

Cheers,

Desiree

All Answers

David SchachDavid Schach
 The solution is in the comments at the bottom of this page:

http://salesforcefoundation.screenstepslive.com/spaces/npsp/manuals/contacts/lessons/20091-Removing-Record-Types-from-an-Object


Vishal ThakurVishal Thakur
Hey ryan
I am facing the same problem. Did you get an answer to this?
Desiree LeslieDesiree Leslie
I found this link:  http://help.sfdcdro.com/apex/HTViewSolution?id=000003621&language=en_US

It worked where other posts didn't

Good luck!
Jeff BergerJeff Berger
Bumping this because unfortunately neither of the links from the above comments are active any longer. Does anyone have an up-to-date answer for this question? Thanks for your help!
Desiree LeslieDesiree Leslie
Hi Jeff,
   I managed to save the context of that web page, just in case it did go away.  Here's the text:

First thing to do is **disable** the Enhanced Profile User Interface checkbox in the User Interface

Setup> Customize> User Interface> Setup Section> De-select  Enable Enhanced Profile User Interface> Save

Proceed with the following Steps:

1)Please follow this click path:

Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section

At this Point you will be at the Edit Record Type Settings Page for the Object.

2)Copy the URL from the address bar on your browser and paste it into notepad (or your favorite editor):

https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

3)Now follow this click path

Setup> Manage Users> Profiles> Chatter Free User

4)Copy the 15 digit Salesforce Id from the URL in the Address bar of your Browser:

yyyyyyyyyyyyyyy

5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.

This:

https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

Should now look like this:
https://na5.sfdcdro.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy

6)Now take the modified Url and place it in the Address bar of your browser and hit enter.

****This will seem to have taken you to the System Administrator's edit page but you are in the right place.****

7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.


All you need to do now is repeat this for any other Profiles in which it is necessary, then Deactivate and Delete the Record Type.

 Example:
https://na3.sfdcdro.com/setup/ui/profilerecordtypeedit.jsp?id=00e50000000udud&tid=Lead&pn=Standard+User&retURL=%2F00e50000000udud

Breaking it into its components, we have:

https://{instance}.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id={profile ID}&tid={object name}&pn={Profile Name}&retURL=%2F{profile ID}

Here are the components you will need to fill in, and how to get them:
{instance} - The server the org is on, e.g. NA1, EU0, AP1
{profile ID} - The record ID of the profile. You can take this from the URL of the profile page in Step 1
{Object Name} - For Standard objects, this will be the object name e.g. Lead, Contact, Account. For Custom objects, this will be the Object ID, which you can get from the Object detail page URL in Create | Objects | <object name>
{Profile Name} - Take this from the Profile detail page, and replace and spaces with a "+" symbol e.g. Standard+User, External+Who, System+Administrator

I hope this helps!

Cheers,

Desiree
This was selected as the best answer
Jeff BergerJeff Berger
Brilliant, Desiree! Thank you!!
Sean DukesSean Dukes
Nice one Desiree. Here's an even simpler way to implement this cool little workaround, using the classic, rather than enhanced profile editor.

1. Go to users > profiles and open the system admin profile and the chatter profiles that you can't get at in different tabs in your browser.
2. In the system admin profile, click edit beside the record type you want to change in the chatter profile.
3. Get the record ID from the chatter profile in the other tab
4. Switch back to the system admin tab in edit mode and paste in the ID of the chatter profile you want to edit in place of the system admin ID in the bit where the url says id=xxxxxxxxxxxxxxx then press [Enter].
5. And there is the record you couldn't get at in all its editable glory :o)
6. I'd recommend leaving the return url as it is (e.g. system admin). That way you can just save your changes, rinse and repeat.
James BensonJames Benson

Hi Sean,

For some reason I'm running into the 'insufficient priviledges' error when using your method and Desiree's method. I'm have system admin permissions - is there something more I need?

Thank you!

James

Sean DukesSean Dukes
Hi James

I confess I can't even remember why I had this problem and it's certainly way off my area of expertise!

Disclaimers now out of the way, if you are a full system admin and you have insufficient priveleges, then there must be another reason. Possibly it's the edition of Salesforce - I was using Enterprise? If that's not the reaosn, then I'd suggest contacting Salesforce support. Sorry not to be of more help.

Regards
Sean
James BensonJames Benson
Sean,

Not a problem! I think contacting Salesforce support is a great idea!

James
Craig A. RowlandCraig A. Rowland
I was running into this problem as well and wanted to share my experience in case it could help someone else.  I was trying to do the URL hack mentioned above today in Lightning, and was having a very difficult time.  It was unable to figure out the user id in the url on the edi page as it does not match the id on the profile page.  However, switching to back to Salesforce Classic (after wasting way too much time trying to do it in Lightning) I was easily able to match up the ID's and get the record type setting updated on all the Chatter profiles impacted.  So from my perspective (as a non-developer) I would highly recommend doing the hack in Classic, not Lightning.  Also, may be obvious to most, but just in case - after you add the ID into the URL you need to hit Enter.  Only then will you be able to make the update.     
Stacie RogersStacie Rogers
I was also getting insufficient privileges errors, and I ended up disabling the "Enable Enhanced Profile User Interface" setting in the User Interface settings. Then I was able to perform the URL hack described above.

So, in summary, this hack doens't work if you have the Enhanced Profile User Interface enabled. But you can just temporarily disable it, perform the URL hack, and re-enable it.
Melanie HarrisonMelanie Harrison
Thanks Sean
I tried Desiree's way but Enable Enhanced Profile User Interface was already disabled, so tried your way and it worked perfectly.....I love these little work arounds and will remember this one.
Tom JenkinsTom Jenkins
Thanks Sean.  Your method worked brilliantly.
Sean DukesSean Dukes
Whatever I did (and I can't even remember), it was standing on the shoulders of Desiree Leslie. Thanks Desiree - and I think my answer is a bit confusing too. When I talk about classic, I mean the old style profile editor. In terms of Classic vs Lightning, this is a URL hack and so it will only work in Classic. If you're using Lightning, you'd need to switch to Classic and then switch back. But thanks for the thanks anyway :)
Jeff St. JohnJeff St. John
I was able to get it working in Classic, but with the enhanced profile editing in place. Thank you Desiree! (It's ridiculous that you have to jump through that many hoops to remove a record type.)

I left off the return URL. Everything else I'd tried today failed. Finally after too much time I can clean up this object.
https://na45.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=<UserProfileID>&tid=<ObjectID>&pn=System+Administrator
Mark KorfMark Korf
Desiree Leslie, OMG!!!!  That was awesome! Thank you. I saw something similar to this but it looked complicated. You're easy to follow steps are a godsend! Will you be going to DF17? Beer is on me!!!!

Mark
 
Amogh GhodkeAmogh Ghodke
Hi Jeff,
First of all you need to get an URL with navigating 
Setup > Manage Users > Profiles > Click on System Administrator > Record Type Settings > Find Object Name > Click on Edit > Copy the URL which open up after clicking on Edit

The above URL appears as format given below : 

https://{instance}.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id={profile ID}&tid={object name}&pn={Profile Name}&retURL=%2F{profile ID}

Then I replaced Profile Id and Profile Name in above URL with the same Chatter Profiles.(Profiles whose Record Type Settings are not visible)

It worked for me. This is really an Awesome URL Hack !!! 

Thanks & Regards,
Amogh B. Ghodke
Pune, India

 
Linda ThompsonLinda Thompson
This hack is the BOMB!!  It works perfectly!!!  Bless you :-)
Nicolle BennettNicolle Bennett
Thank you, Sean, your workaround really helped me!! :)
 
Heather GavekHeather Gavek
Summarizing Sean (Thank you!) & including an additional note:

1. Go to Users > Profiles and open the System Administrator profile and the Chatter profiles each in separate browser tabs (Ctrl+click profile name)
2. On browser tab w/ Sys Admin profile, scroll all the way down to Record Types section, click Edit beside the record type you need to change
3. Go to one of the Chatter profile tabs, double-click on the Id in the URL, right-click, copy
4. Switch back to Sys Admin tab in edit mode, double-click on the first Id in URL where it shows id=xxxxxxxxxxxxxxx, right-click, paste, then Enter
5. There is the profile you couldn't get at in all its editable glory :o)
6. I'd recommend leaving the return url (at the very end) as it is (e.g. system admin). That way you can just save your changes, rinse and repeat.

NOTE: The "Enable Enhanced Profile User Interface" is no longer under User Interface in setup, instead it is in Setup > Manage Users > User Management Settings > Enhanced Profile User Interface.

I also completed this in Classic and received no Insufficient Privileges errors.
AMA AdminAMA Admin
Buh-Boom! Awesome Sauce! Thank you!!!!!!!