The Mass Delete tool in Salesforce CRM helps administrators to delete a large number of records in a few clicks, without using external tools such as Salesforce Inspector or Data Loader. From today’s post, you will learn how to mass delete records in Salesforce CRM.
Mass Delete Records
The Mass Delete Records tool allows us to mass delete records only for selected standard objects. The largest CRM service Provider in the world took care of that as well.
Below we present to you how to use the functionality of Mass Delete Records .
How to mass delete records?
- Setup → Quick Find box → enter “mass delete records” → Click Mass Delete Records
- For example select “Mass Delete Accounts”
A new window has opened with the steps you need to take to perform a mass deletion of records.
- Step 1. Describes the consequences of using the Mass Delete function
- Step 2. Salesforce recommends backing up the deleted data.
- Step 3. With the help of filters we can limit our set of records that we want to delete.
- Step 4. If you want to delete Account records along with the Opportunities assigned to them with the status Closed/ Won, you must select this checkbox.
- Step 5. After checking this Checkbox, we have the option to delete Accounts with related Opportunities that have different owners.
Permanently delete
In this section there is a list of records that we previously specified in Step 3 and when you press Search, a complete list of the records found will appear.
By checking Checkbox – Permanently delete… We will delete the data permanently from Salesforce .
If checkbox – Permanently delete … is checked, then the deleted records will be moved to the Recycle Bin folder.
At the very end, click Delete.
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ME PL Solution Team
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