you will be taken to a page, at the top is a section called "Salesforce Hands-on Orgs" you can click the X (even though it "looks" disabled to me!!) which will disconnect an Org from your Trailhead profile (you cannot remove the default though, so if you have only one, you will need to associate a clean one with your account, make it the default and then disconnect the dead one).
How do I mass delete data in Salesforce API access?
Salesforce editions with API Access may use Data Loader to mass delete data contained in standard or custom objects. Refer to Insert, Update, or Delete Data Using Data Loader for more details.
Is it possible to reset a Salesforce organization to default?
There may be circumstances where it's necessary to reset a Salesforce organization to default. Support does not have the ability to reset an organization to its default state but it is possible for administrators to clear out or delete everything to start fresh like a new organization.
How to view usage-based entitlements in Salesforce Org?
View Your Salesforce Org’s Usage-Based Entitlements App and System Settings in the Enhanced Profile User Interface Profile Settings in the Original Profile Interface Comparing Security Models
How can I improve session security in Salesforce?
Modify Session Security Settings Select Languages for Your Org Profiles Web Request Limits Supported Date and Time Formats (ICU) Set Your Internal Organization-Wide Sharing Defaults Set Up Your Company in Salesforce Update Your Integrations for New Locale Formats Insufficient Privileges Errors Identify Changes to Your Locales with ICU
How do I delete everything from Salesforce org?
Deleting all the dataNavigate to Setup | Data Management | Delete All Data.Salesforce will request you to enter text to state that you understand all data will be deleted:Click on the Submit button as shown in the preceding screenshot to complete this process. Note.
How do I clean up Salesforce org?
3 Steps To Clean Out Your Salesforce OrgIdentify the objects which are used most often by the most people to create the most beneficial record layout. ... Create configuration workbooks to find out what's going on in your org. ... Do an object-by-object analysis.
How do I reset my salesforce developer account?
A developer account is a standalone edition of Salesforce which is not tied up with any other orgs. Hence it is not possible to reset/refresh this. The only way is to manually delete all the customizations or create a new developer account.
How do I change the ORG In Salesforce?
The steps required to change the name of an org in Salesforce is as follows: Navigate to Setup, Company Profile | Company Information | Edit | Type in the new org name in the Organization Name field | Save.
How do I delete metadata in Salesforce?
Basic Steps for Deleting Metadata ComponentsDetermine the metadata type of the components you want to delete and the fullName of each component to delete. You can delete only components of the same type in a single call. ... Invoke the deleteMetadata() call. For the first argument, pass in the name of the metadata type.
How do I maintain Salesforce org?
Set Up and Maintain Your Salesforce OrganizationTry Out Salesforce. ... Plan Your Salesforce Rollout. ... Get Personalized Guidance While Setting Up and Enhancing Salesforce. ... Set Up Your Company in Salesforce. ... Manage Your Salesforce Account. ... Manage Users. ... Manage Data Access. ... Back Up Metadata to Protect and Restore Your Customizations.More items...
How do I restart my salesforce account?
Reset a User AccountLog into Account Manager.Click User. The Users page opens, showing a list of accounts.Click Reset next to the user whose account you want to reset. A dialog box opens, asking you to confirm that you want to reset the user's account. ... Click OK. Account Manager resets the user's account.
How do I delete a salesforce account?
0:001:16How to Delete / Deactivate a Salesforce Account / Org ... and ...YouTubeStart of suggested clipEnd of suggested clipSo let me go into my salesforce org that i wish to deactivate. And then i'll go into companyMoreSo let me go into my salesforce org that i wish to deactivate. And then i'll go into company information. And then here's a button to deactivate org. And to deactivate you just click deactivate.
How do I reset my trailhead org?
If your playground has the Playground Starter app, follow these steps to reset your password.Click the Get Your Login Credentials tab. Here you can see your Trailhead Playground username.Click Reset My Password. This sends an email to the address associated with your username.Click the link in the email.
How do I remove org from VS Code?
Steps To Reproduce: Create a scratch org and set it to default - sfdx force:org:create -f [YOUR CONFIG HERE] -a dev-org -s. Once the scratch org is created, delete it using sfdx force:org:delete -u dev-org -p .
How do I change my default org?
To set or change the org that you're developing against, in the VS Code footer, click the org's name or the plug icon ( ). Then, select a different org, or choose SFDX: Set a Default Org to authorize a new org.
How do I change the owner of an Organization in Salesforce?
On the record detail page, click the link to change the owner. ... Enter or select a new owner. ... To notify the new owner, select the Send Notification Email checkbox. ... Depending on your user permissions and the type of object you're transferring, you can select which related items to transfer.Save your changes.
This is the very first step – Understanding your Business Processes
Before we dive into the series, let’s make sure this is right for you.
Leverage Existing Process Maps or Business Process Documentation
You can always turn to the people that you’re working with and ask them if perhaps they have an employee manual or maybe some other type of documentation that can help streamline this fact-finding step. Perhaps the organization already has some type of documentation like a process map that will reflect visually what their business processes are.
Understand the Internal Team Structure & The SMEs (Subject Matter Experts)
We now must identify the various groups that exist within the organization, in other words, the people that are within each of these groups.
Watch the Process in Action
Once you’ve had all of the exploratory discussions, you understand conceptually what they do, now you’re going to go ahead and take a look, looking over their shoulder, sitting next to the subject matter expert who’s actually doing these steps and watching to see how they do it.
1. Identify the objects which are used most often by the most people to create the most beneficial record layout
We’ve found that Leads, Contacts and Accounts are the most common objects used by both Support and Sales teams alike. Which objects do your Sales reps need access to at a moment’s notice? Which fields do they fill out most often? Which ones do you wish they couldn’t see lest they clutter your records or pollute your pipeline with erroneous data?
3. Do an object-by-object analysis
Finally, do an audit to identify which objects are truly necessary to keep your org functioning.
Step 1: Configure My Domain
While production orgs that were created in Winter ’21 and later have My Domain by default, you can change it if it hasn’t been configured to your business’s needs. You’ll need to ensure My Domain is set up appropriately if you want to use single sign-on (SSO) or Lightning components.
Step 2: Turn on Login As
Troubleshooting, reproducing errors, and testing are all vital to your success as an admin. Thankfully, you’ve got Login As in your toolkit!
Step 3: Configure Who Sees What
Configuring data access and visibility is an important and complex aspect of being an admin. When you’re rolling out a new Salesforce org, you’ll want to spend time reviewing our Who Sees What video series, Essentials Habits: Security video, and Sharing and Visibility trailmix.
Step 4: Show some sandbox love
Non-production environments are one of my favorite things. If I provision myself a developer sandbox and blow it up, I can simply spin up a new one and begin fresh.
Step Two: Incorporate Salesforce Security Features Into Your Implementation Accordingly
With a clear understanding and justification for data collection, and with an eye towards the kinds of possible threats that may need to be accounted for, consider how the following features and capabilities might reduce risks for the application, nonprofit personnel, and for beneficiaries.
Step Three: Monitor and Prepare to Respond to Incidents
Deploying the application into production does not end the process of harm minimization. Indeed, monitoring the ongoing security situation, security logs, and taking action on any incidents that may arise needs to be an ongoing activity for the lifetime of the application.
