How to Edit or Delete a Shared Template For Creating a New Product

If something is wrong with one of the shared templates (Missed a setup option) you can either delete and recreate the template or edit it.

First navigate to

Common >> Setup >> Record templates

Graphical user interface, application Description automatically generated

Select the “Templates” tab mid page.

Select the template to Edit or Delete.

Choose either “Edit” or “Delete”.

Graphical user interface, application, Word Description automatically generated

If you delete the template, you can then recreate it. If you choose Edit, you will be taken to the released product that was originally used as the template. Make your changes there, save and you’re done.

A screenshot of a computer Description automatically generated with medium confidence