Quick summary
Deleting a record type in Salesforce requires navigating through Advanced Setup and the Object Manager to locate and remove the specific record type. This step-by-step process ensures you cleanly eliminate unused record types without disrupting your Salesforce org configuration.
Steps
- Click the gear icon at the top right of the dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- Click Object Manager at the top of the Setup page.
- Choose an object from the list to open its configuration.
- Select Record Types from the object's left-hand menu.
- Select the record type you want to remove, then click the dropdown menu on the right side.
- Choose Delete from the available options.
- Click Delete again to confirm the deletion.
