Slaesforce FAQ

how to bulk delete cases salesforce

by Anika Eichmann Published 2 years ago Updated 2 years ago
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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.

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.”

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 to export content version of a Salesforce project?

Refer below salesforce help article. 1. Export the ContentVersion object (do not reuse your successfile of the content upload!) 2. Don't us the ID of the ContentVersion, but use the CONTENTDOCUMENTID (which is the second column in your export file)

How do I use data export in Salesforce data loader?

Note: Salesforce recommends that you use the Data Export to perform a backup prior to the deletion of any records within your organization. Data Loader cannot be used to export the actual files. 1. Log into Data Loader 2. Select 'Export'

What are the best tools for Salesforce implementation?

Salesforce Pardot MAS HubSpot MAS Complementary Tools Zuora Dell Boomi Celigo ServiceNow Stripe x NetSuite Connector Remote work tools The Big Bang Experience® Solution Services Consulting Oracle NetSuite Salesforce Mavenlink Rootstock Implementation Mavenlink Implementation, Reimplementation, and Rescue

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How do you delete multiple cases in Salesforce lightning?

0:021:27How to Delete Mass Cases in Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to delete mass cases in Salesforce lightning. Open Salesforce lightning. Click on deer icon.MoreHow to delete mass cases in Salesforce lightning. Open Salesforce lightning. Click on deer icon. Setup it opens in a new tab enter mass in the quickfind. Click on mass delete records.

How do I mass delete in Salesforce lightning?

To bulk delete in Lightning, the Bulk Delete button can be used. In the List View, we can select an item and then press the Bulk Delete button. The documents are then removed from the organization. This is for Lightning; If we want to use it as a classic, we have to use button JS.

Can you delete cases in Salesforce?

To delete a case, click Del next to the case on the cases list page, or click Delete on the case detail page. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. The deleted case is moved to the Recycle Bin.

Which tool can perform mass deletes in Salesforce?

Salesforce has an in-built mass-delete record tool which is available via the Quick Find box. When deleting records you have the ability to control whether the records are permanently deleted or get sent to the Recycle Bin. You can delete up to 250 items at one time.

How do I delete more than 10000 records in Salesforce?

A single transaction can only update up to 10,000 records. This is a global governor limit, not specific to flows. You cannot work around it, and you will have to split it into multiple transactions. Your best bet would be to use a batch Apex class if you wanted to delete this many records.

How do I mass delete files in Salesforce?

Salesforce Files Mass Delete. Delete ContentDocuments from the related Files page of a record with just two clicks. In the Files related list page of any record, a 'Mass Delete' button will appear to delete all the files you see in your screen. This avoids going one by one clicking 'Delete File'.

How do I delete a 100 case in Salesforce?

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 fastest way to delete accidentally created case in Salesforce?

Please log a case with Salesforce Support to enable it....Undo a Record Delete in Lightning ExperienceOpen an Opportunity Record in Lightning Experience. Click the Delete button. ... Click Delete.Users will be prompted with a Popup that the Opportunity was deleted with an "Undo" Link to revert the deletion.

What is the limit of the mass delete records feature in Salesforce?

250 itemsGeneral Notes About Mass-Deleting You can delete up to 250 items at one time.

How do I delete more than 50000 records in Salesforce?

To delete more than 50,000 records, you can use the DataLoader program....This file can now be used to delete those records from the org:Tab Data - click on Delete;Eventually enter again in your org;choose the From File radio button;Map the field;Delete all!

How do I bulk delete tasks in Salesforce?

You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.More items...

How do I delete multiple records?

Use Grid Edit to delete multiple records in a report:Display a table report that contains records that you want to delete.Select Grid Edit in the top right.Select the records that you want to delete. ... Right-click the selected records, then select Delete.Select the Apply Changes button in the top right.More items...

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