You will have to delete any records that have been in the approval process and remove them from the recycle bin. Then deactivate the approval process. The you may be able to delete it.
- In Setup, enter Builder in the Quick Find box, then select Process Builder.
- Next to the appropriate process, click. to view all versions.
- For the version that you want to delete, click Delete. ...
- Click OK.
How to delete active approval process in Salesforce?
Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin. Thanks for contributing an answer to Salesforce Stack Exchange!
How to edit a process in process builder?
How to Edit a Process in Process Builder? 1 Deactivate the existing process builder 2 Clone the old one 3 Do the changes in new one More ...
What should I do before deleting an approval process?
Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.
Is it possible to edit a process?
We should be able to edit the process, without jumping through hoops of fire. Ohh in that case you need to create new process builder only. You need to sign in to do that.
How do I delete an object in process builder?
You can't delete objects with Process Builder. You can, however, delete objects using Flows, and then use Process Builder to call that flow. There's also an idea to add that functionality (among others) that you can vote on.
Can you delete a flow?
You can delete flows that have never been activated at any time. If a flow has versions with different types, the active (or latest) version determines the flow type.
Can we delete records using process builder?
You cannot delete records through Process Builder. Flows are the only option to automate the delete the records.
Can we delete flow in Salesforce?
From Setup, enter Flows in the Quick Find box, then select Flows. Click the name of the flow. To delete the flow completely, including all versions,click the Delete button. To delete an individual version, click the Del link for that version.
How do you remove a flow?
Delete a flow from a listNavigate to the list where you want to delete a flow.At the top of the list, from the menu bar, select Automate > Power Automate > See your flows.Your browser opens a new tab with the Power Automate website. ... Place your cursor to the right of the flow name, select.More items...
How do I delete old flows in Salesforce?
Please follow the below steps.From Setup, enter Flows in the Quick Find box, then select Flows.Click drop drown menu on the right side of the name of flow and click on View Detail and Version.To delete the flow completely, deactivate the activated version of flow and then click delete.More items...
Can we delete a record in Salesforce?
1) Using the Delete Button The first type of Delete SOQL Query is deleting a single record on Salesforce is pretty straightforward, all you have to do is go to the record you want to delete and click on the standard Delete button. Upon clicking on it, the record will be deleted and sent to your recycle bin.
What is the difference between process builder and trigger?
Process builder is bounded to perform only these actions, If we want to perform any other action than above, we use a trigger. We can customize anything in Salesforce using a trigger. Deletion of a record is not possible via process builder and workflow but with trigger, we can delete a record.
What is difference between workflow and process builder in Salesforce?
Process Builder, a newer tool for admins, is capable of performing everything Workflow does and more with the exception of sending outbound messages (messages to another system). While Workflow is able to update some fields, Process Builder is capable of updating any field that has any related record.
How do I delete a record with flow?
ScreenshotsStep 1: This is what our Flow looks like.Step 2: Edit Variable.Step 3: Edit Get Records.Step 4: Edit Decision.Step 5: Edit Delete Records.Step 6: Add your display text here for when you have deleted all closed lost opportunities.More items...•
How do I delete an entry in Salesforce?
Deleting a single record in Salesforce is pretty straightforward. Just navigate to the record you want to delete and look for the standard Delete button. Clicking this button will move that record into your ORG's Recycle Bin.
How do I delete an inactive flow in Salesforce?
Select the Delete Inactive option then press Select Flow(s). You will need to check the Inactive box before the Delete button will appear. Select the flows you want to delete then press the Delete button.