Slaesforce FAQ

how to delete a benefit on salesforce

by Jan Walsh Sr. Published 2 years ago Updated 2 years ago
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Navigate to the data streams tab. Check the box next to the data streams that you want to select for deletion. Click Delete Data Stream. Click Delete.

How to delete a Salesforce user permanently?

You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce. Deactivating or Freezing a Salesforce User restricts the particular user from accessing his/her Salesforce account.

How to delete opportunity in Salesforce?

In this instruction, we will learn how to delete Opportunity in Salesforce. Choose the Opportunity you need to delete. Click this icon to show more options. Click on the "Delete" button. The Opportunity has been deleted perfectly.

How to cancel a Salesforce subscription?

Click on menu, then go to "Subscriptions". Choose the Salesforce subscription you wish to cancel and tap on the "Cancel Subscription" option. Finish up as directed.

How do I delete the salesforce app on my iPhone?

Delete Salesforce from iPhone. On your homescreen, Tap and hold Salesforce until it starts shaking. Once it starts to shake, you'll see an X Mark at the top of the app icon. Click on that X to delete the Salesforce app from your phone.

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What is soft delete in Salesforce?

Salesforce uses a Recycle Bin for data that users delete. Instead of removing the data, it's flagged as deleted and visible through the Recycle Bin. This process is called soft deletion.

How do you delete a hard record in Salesforce?

We can hard delete record or list of records using emptyRecycleBin() function in apex. Pass the record or record list to emptyRecycleBin() to delete it from Recycle Bin. Contact con = new Contact(Id = '09k110000O5abc' );

How do I delete a campaign in Salesforce?

Deleting a Salesforce CampaignLocate the campaign you want to modify and open it.Click on the arrow in the upper right corner to open expanded menu options, and then click Delete.Salesforce will confirm that you want to delete your campaign; confirm before proceeding.

How do I delete a large amount of data in Salesforce?

We recommend that you use the Bulk API 2.0's hard delete function to delete large data volumes. If you want to delete records in a sandbox organization's custom objects immediately, you can try to truncate those custom objects. You can contact Salesforce Customer Support for assistance with this task.

How do I delete data in Salesforce?

Delete RecordsFind and open the record you want to delete.Click Delete.

How do I delete old data in Salesforce?

Navigate to Setup. Enter Delete into the 'Quick Find' box and select Mass Delete Records from the results. Select a type of Record that you wish to delete, such as Accounts. Review the notes which state the records that will be deleted.

How do I edit a campaign in Salesforce?

To edit a campaign, open it from a list view or related list, and click Edit....Check out the Getting Started with Salesforce Campaigns Worksheet to organize your ideas.On the Campaigns tab, click New.Select a record type, and click Next.Enter the relevant information, and click Save.

How do I remove leads from a campaign in Salesforce?

From a campaign, click Manage Members.Click either Remove Members - Existing Contacts or Remove Members - Existing Leads.Choose the campaign members that you want to remove from the campaign.When you are finished removing members from your campaign, click Done to exit the wizard.

How do I access the recycle bin in Salesforce?

Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page.

How do I delete all opportunities in Salesforce?

Open the Opportunities tab, go to the view All Opportunities and delete all the opportunities one by one. (time consuming one!!!) The mass delete Accounts feature gives you the option to delete related contacts and opportunities as well.

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 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 to Delete a User in Salesforce ?

Salesforce does NOT allow deleting users on a permanent basis. However, in order to restrict users’ access, owners can deactivate or remove users’ license. One of the reasons of why you can’t delete users from Salesforce is, because users may own RECORDS, deleting them permanently becomes technically impossible.

Why Delete Users in Salesforce ?

User Accounts may affect Salesforce Billing or Licenses. Therefore, once you don’t need a user, you would most likely want to deactivate it from a Salesforce organization.

How to Deactivate a User in Salesforce ?

You may find deactivating Salesforce Users in specific products or editions of Salesforce, such as Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database DC editions.

Tips on Deactivating Users in Salesforce

If for some reason, you are not able to deactivate a user in Salesforce, you can proceed to Freeze the user. Later, after you have correctly managed the roles and access levels, you can also deactivate the particular user (s). Freezing a User also limits a user from accessing the Salesforce but doesn’t free up the License.

Summary

You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce.

How to Cancel Salesforce Subscription on your Android device

To cancel Sales subscription on Android, you need to realize that deleting the Sales app alone won't cut it. Follow the steps below:

What to do if your subscribed directly on Sales's website?

Here's how to cancel your Sales subscription when billed through a payments provider that is not the Appstore, Playstore or Paypal.

How to delete Sales account

You might have created an account on Sales during the course of using the app. Many apps make it so easy to signup but a nightmare to delete your account. We try to make it easier but since we don't have information for every app, we can only do our best.

What is Salesforce?

The new Salesforce mobile app is here! Run your business from your phone -- faster, easier, and with AI as your sidekick. The Salesforce mobile app unlocks a whole new level of productivity, personalization, and speed.

Connection

The app itself works really nicely and I enjoy the way it’s layout is the only problem is I wish there was an off-line version that later reports once connected to the Internet that way if you’re working at a low cell signal area were still able to effectively report and use the app.

Brilliant. So much more user-friendly

The new community website makes it so much easier to communicate, get and share information. The fact that it sends an email whenever there is a new posting makes it super easy to use, eliminating the need to login just to see if there happens to be any new postings.

It's quick and easy

There are other apps that are better at pipeline management like clari etc but SF1 is a simplified version of the web vetsuon perfect for sales people needing to input and capture meeting notes and look at a high level opps or contacts on the go.

Reap the Benefits

Tiers are also associated with benefits. The higher a member moves in the tier ladder, the more exclusive the benefits are likely to be. For example, a Silver-tier member may enjoy a 30-day free return period, but a Gold-tier member may enjoy a 45-day return period. Benefits motivate customers to engage with the program.

Orchestration for Tier and Benefit Processing

Linda wants to bring together some of the processes she set up. She uses batch jobs and DPE jobs to automate the processes and uses flow to schedule these processes to run at regular intervals. Here’s a look at the orchestration for tier processing.

In Conclusion

Customers today seek personalization and an overall positive experience in doing business with a brand. By automating loyalty processes, Linda ensures a hassle-free experience for Cloud Kicks customers. It not only results in an efficient process and happy customers, but also helps keep up with the ever-evolving world of customer loyalty.

Steps to create a new certificate and update the app in your Salesforce org

Admins should understand this checklist to learn from where the certificate needs to be replaced. You need to go to the Setup, use Quick Find for the following:

Conclusion

We hope that you liked this solution, and got to learn about how to renew or delete certificates in Salesforce. If you try out this solution, then do share your experiences with us. We will be back with another solution really soon! Till then, happy learning!

Piyush Singhal

Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry.

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