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How to update a Record Type to Master?
Hi,
I have created an Account Record Type say 'Exhibit'. I assigned it to System Admin profile and created few Accounts using 'Exhibit' record type.
Now I want assign default Master record type to those Accounts. I modified System Admin profile to use Master record type as default for Accounts. I'm trying to update the Account Record Type from Exhibit to Master by code / data loader, but I'm not able to do that.
For Master record type, record type Id will be null right? But when I'm assigning null by code and updating Accounts, record type is not getting updated to Master. How can I do this by data loader?
Can anyone please help me on this?
Thanks!
Shruti
I have created an Account Record Type say 'Exhibit'. I assigned it to System Admin profile and created few Accounts using 'Exhibit' record type.
Now I want assign default Master record type to those Accounts. I modified System Admin profile to use Master record type as default for Accounts. I'm trying to update the Account Record Type from Exhibit to Master by code / data loader, but I'm not able to do that.
For Master record type, record type Id will be null right? But when I'm assigning null by code and updating Accounts, record type is not getting updated to Master. How can I do this by data loader?
Can anyone please help me on this?
Thanks!
Shruti
'Record types that are checked in this column are available when users with this profile create records for the object. If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master--.'
Link to doc :-
https://help.salesforce.com/HTViewHelpDoc?id=users_profiles_record_types.htm&language=en_US
What is the use case here,why do you need to change the RecordType back to Master.
http://help.salesforce.com/apex/HTViewSolution?id=000005125&language=en_US (http://help.salesforce.com/apex/HTViewSolution?id=000005125&language=en_US)
Simply export the Recordtype and Profile. Locally change the XML to remove visibility and default-ness. Save to Server or deploy to Destination!
<recordTypeVisibilities>
<default>false</default> <!-- This was true when I downloaded - change to false>
<recordType>CustomObjectName.RectypeToRemoveDevName</recordType>
<visible>false</visible> <!-- This was true when I downloaded - change to false>
</recordTypeVisibilities>
It is possible to change record type from custom to master. Kindly follow below steps.