How to mass delete accounts in salesforce

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How to Mass Delete in Salesforce

  1. Click (Your Name)->Setup->Data Management->Mass Delete Records.
  2. Click the link for record type you wish to delete. Remember from the above, some record types may not be deleted.
  3. Look closely at the information that will be deleted, as this is not undoable.
  4. Specify conditions for selected items, such as “State equals Montana” or “City equals Billings”.
  5. If you wish to delete accounts with other attached accounts or closures etc., check the appropriate boxes.
  6. If you wish to delete archived products, or products on opportunities, check the options appropriate to these actions now.
  7. Choose “Search” to find matches for the conditions you provided.
  8. Select the boxes next to item you wish to delete, or optionally, the header box to select all.
  9. Select “Permanently Delete” to permanently remove these records from all data. Choose wisely with this.
  10. Click “Delete”. If you did not take the action in step 9, these will be moved to the recycle bin. Otherwise, they will cease to exist now.
Mass Delete in Salesforce
  1. Step 1 – Click “Your Name” -> Setup -> Data Management -> Mass Delete Records.
  2. Step 2 – Choose the record type you wish to delete. …
  3. Step 3 – Specify conditions for selected items, such as “State equals New York” or “City equals Toronto”.

Full
Answer

How to mass delete records in Salesforce?

With those caveats out of the way, let’s move on to the juicy details of how to mass delete records in Salesforce. Step 1– Click “Your Name” -> Setup -> Data Management -> Mass Delete Records. Step 2– Choose the record type you wish to delete.

How do I mass delete records in my account?

Only 250 items may be deleted at a time, and your account must have “modify all data” as a permission. Partner accounts with partners may not be deleted, and accounts with contacts and associated cases may not be deleted either. For these, administrative assistance is needed. Step 1 – Click (Your Name)->Setup->Data Management->Mass Delete Records.

Why can’t I delete records with associate cases or partner accounts?

If you are not set as an Admin, you may not have the ability to delete records with associates cases or partner accounts. With those caveats out of the way, let’s move on to the juicy details of how to mass delete records in Salesforce.

How do I delete multiple records at once?

Step 1– Click “Your Name” -> Setup -> Data Management -> Mass Delete Records. Step 2– Choose the record type you wish to delete. Keep in mind some record types may not be deleted.

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How to delete a record in a file?

Step 1 – Click (Your Name)->Setup->Data Management->Mass Delete Records. Step 2 – Click the link for record type you wish to delete . Remember from the above, some record types may not be deleted. Bear this in mind going in. Step 3 – Look closely at the information that will be deleted, as this is not undoable.


How many items can be deleted at a time?

Only 250 items may be deleted at a time, and your account must have “modify all data” as a permission. Partner accounts with partners may not be deleted, and accounts with contacts and associated cases may not be deleted either. For these, administrative assistance is needed.

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