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Unable to Remove Record Type Due to Chatter User in Salesforce

  • Updated

Overview:

The Administrator is unable to remove a record type (MCO, for example) because it is being used by the Chatter User Profile.

Root Cause:

The default Record Type needs to be removed from the Chatter Profile. This cannot be done through the UI.

Solution:

Please review the two methods below:

Method 1: Contact Veeva Support.

  • Veeva Support works with Salesforce.com (SFDC) to change the default Record Type for the Chatter User Profile, which allows the ability to remove the record type.

Method 2:  Manually remove the Record Type.

  • Remove the Record Type using this sample link: 

    https://INSTANCE.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=PROFILEID&tid=OBJECT&pn=Chatter+Free+User&retURL=%2FProfileID

 
Where:
  •  Instance is the SFDC server the org is running on

  • The Object is the name or ID of the object (Contact, Account or the ID of the custom object)

  • The ProfileID is the ID of the profile (Chatter Free User or Chatter Moderator User as examples)

Related Documentation:

Vault Help Documentation: Deleting Default Record Type 

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