Lesson: 03 | Mass Delete Records

Notes
Video

Notes

With Mass Delete Records you can delete multiple records at a time from the following Standard Objects ;

Accounts

Leads
Activities
Contacts
Cases
Solutions
Products
Reports

This function will allow you to delete a list of records from salesforce.com.

All Activities associated with the object will be deleted.

Once data is deleted, it will be moved to the Recycle Bin.

It is strongly advised to request and receive a weekly export of your data before running mass delete.

When the option Permanently delete is selected, you cannot restore deleted records from the Recycle Bin. Please be careful when selecting this option.

You can use Mass Delete when;

You’ve identified multiple reports that are no longer used and you want to unclutter the list of reports on the Reports tab.
You imported your leads incorrectly and you want to start over.
A user who recently left your company had contacts that were duplicates of other users’ data and you want to delete these duplicate contacts.
You used to enter leads as accounts with the Type field set to Prospect. You now want to convert these accounts into leads.
You want to delete all the leads that have been converted for your org. Select the lead record type, enter Converted equals 1 for the search criteria, and then click Search.
You want to clean up web-generated leads that were created incorrectly or delete accounts and contacts with whom you no longer do business.

Important Notes:

You can delete up to 250 items at one time.
When you delete a record, any associated records that display on that record’s related lists are also deleted.
Only reports in public report folders can be mass-deleted.
You can’t mass-delete reports that are attached to dashboards, scheduled, or used in reporting snapshots.

Prev You need to login to have access to the quizzes. Next

Mastered by 128 users.

Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.

Go to top

Login to your account

Lesson: 03 | Mass Delete Records

Notes

Administrator Course