Table of Contents
How to delete a contact in Salesforce?
How to Delete a Contact in Salesforce: Step 1 – From the “Accounts” tab, click “Merge Accounts” in the tools section. You must be in the “Accounts” tab first. Step 2 – You will be asked for a search string, in order to find the duplicate accounts.
How do I manage duplicates in Salesforce?
Salesforce has the capability to effectively manage duplicates by simply adjusting the standard duplicate settings or by creating custom rules. In your Salesforce org, search for Duplicate Rules in Set Up.
Can I merge duplicate contacts in lightning experience?
To merge duplicate contacts in Lightning Experience, you need permissions to “delete contacts.” If you want to merge Customer Portal enabled contacts, you need permissions to delete contact records and edit Self-Service Users. To merge Partner Portal enabled contacts, make sure you have the authority to delete contact records and Manage Partners.
How to delete all data in Salesforce?
Salesforce standard objects: Option 1: If the organization is still in Trial, delete all data by navigating to: Setup –> Administration Setup –> Data Management –> Delete All Data. The Delete All Data tool deletes ALL data within the organization.
How to delete mass records in Quick Find?
From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records. Specify conditions that the selected items must match, for example, “State equals California.”
What is the difference between a hard delete and a delete?
The difference between a delete and a hard delete is that with a delete, the deleted records are stored in the Salesforce Recycle Bin. With a hard delete, records become immediately eligible for deletion.
How to Find Duplicates in Salesforce
Salesforce has the capability to effectively manage duplicates by simply adjusting the standard duplicate settings or by creating custom rules.
How to Remove Duplicates in Salesforce Lightning Experience
Once you have your duplication-catching rules in place, go through and do a quick check of your permissions. To merge duplicate contacts in Lightning Experience, you need permissions to “delete contacts.” If you want to merge Customer Portal enabled contacts, you need permissions to delete contact records and edit Self-Service Users.
How to Remove Duplicates in Salesforce Classic
In Salesforce Classic, you can remove duplicates by merging contacts. Check your permissions before getting started. To merge contacts, ensure you have permission to delete contact records. If you plan to merge Customer Portal enabled contacts, you’ll need to be able to delete contact records and edit Self-Service Users.
