- Name: Enter a name to use to identify the Salesforce Delete activity. ...
- Save & Exit: If enabled, click to save the configuration for this step and close the activity configuration.
- Next: Click to temporarily store the configuration for this step and continue to the next step. ...
- Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.
- Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.
- Click Mass Delete Activities.
How do I Close a task in Salesforce lightning experience?
First, the prep work for your Salesforce Administrator: Create a custom field, a Workflow Rule, a Field Update, and an Activity List View. In Lightning Experience, navigate to Setup | Object Manager | Activity | Fields & Relationships | New | and create a new Checkbox field titled “Close Task” or something similar.
Can I close out old Salesforce tasks in a mass update?
You turn to your Salesforce Administrator for help and ask if there is a way to close out old Salesforce Tasks in a mass update. Unfortunately, you find out that mass editing the Task “Status” field in a list view is not supported.
How do I Close a list in Salesforce list view?
In your newly created Salesforce list view, select the tasks you want to close by checking the boxes in the left column. You can select up to 200 records at a time, and they do not all have to be in sequential order. A counter at the top left will show you how many records you have selected.
How to enable Mass editing of Records in Salesforce list view?
As with any Salesforce list view, in order to enable mass editing of records in the list, you must specify the object Record Type if you’re working with multiple Task object Record Types. You should also add a second filter criteria of Closed equals False in order to only show open tasks records that need to be closed out. 4.
Can you delete activities on Salesforce?
To delete activity by user: On the By User tab, add the email addresses or user names of the people whose activity you want to delete. Click Delete, and confirm your selection. To avoid data corruption when we stop capturing data for the user, deactivate the user in Salesforce.
How do I delete activity history in Salesforce?
In Salesforce, go to Setup. In the left sidebar, at the top in Quick Find type Mass Delete and click on the option below Mass Delete Records. Click the Search Button. Select the messages desired and click Delete button.
How do I delete multiple activities in Salesforce?
To delete multiple records:Click Your Name | Setup | Data Management | Mass Delete Records.Click the link for the type of record to delete.Review the information that will be deleted along with the records.More items...•
How do I delete completed tasks in Salesforce?
if its list of Tasks on your home page, just click on x to complete the task and save it or change the status of the task to be completed and the task will be automatically removed from the list.
What is activity history in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
How do I see my activity history in Salesforce?
Approach-1. Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want.
How do I mass delete 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.”
How do I mass close in Salesforce?
Select a list view, but not the default "Recently Viewed", then select multiple case records. Click the "Mass Close Case" button, you will be presented to enter a reason to close the case, this will update the Status and Internal Comments field for all Cases selected.
How do I mass update tasks in Salesforce?
To use the Mass Update button:Go to your Activities views or the Tasks Object in the App Launcher.Select the activities list view you want to update.Click Mass Update.The fields you are able to update will all appear on this page.Make your changes.Click Submit.
How do I delete tasks in Taskray?
Generally, it might not be best practice to delete records (such as tasks) as they may be needed for reporting and analysis....Delete a Task Through Task DetailsLocate the task that you want to delete and open its Task Details.Click Delete.A confirmation dialog will ask you to confirm. Click Delete to confirm.
How do I delete a call in Salesforce?
Delete a Logged Call On a Lead, Contact or Account record in Salesforce EssentialsOpen the record in which you logged the call.Navigate to the Activity section on the right hand side.Click the drop down arrow to the right of the call you want to delete.Click Delete.