Slaesforce FAQ

how to delete a process in salesforce

by Mr. Russel Brakus I Published 2 years ago Updated 2 years ago
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  • From Setup, click Create | Workflow & Approvals | Process Builder.
  • Click Manage Versions for the process or version that you need to delete.
  • Click Delete.
  • If your process has only one version and you delete that version, the whole process is deleted.
  • Click OK.

If a process has any scheduled actions, it can't be deleted until those pending actions have been executed or deleted.
  1. In Setup, enter Builder in the Quick Find box, then select Process Builder.
  2. Next to the appropriate process, click. to view all versions.
  3. For the version that you want to delete, click Delete. ...
  4. Click OK.

Full Answer

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!

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.

How to DELETE DML on approval process?

We can not apply Delete DML on Approval process. So to do the same we need to abort it's processinstance. so if you need to delete Approval process under any record just query like this Please let me know in case of further query.

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Can we delete process in process builder?

You cannot delete records through Process Builder.

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.

How do I delete all inactive flows in Salesforce?

Delete a Flow VersionFrom 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 I mass delete process builders in Salesforce?

Flow and Process Builder List View with Batch DeleteFind the Process Builder,Expand the list,Find the old version,Click Delete,Click Confirm,Wait,Wait some more,Go to select the next one —More items...•

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 a flow page?

Deleting a flowNavigate to the Flows page.Click the Delete Flow icon. on the tile of the flow that you wish to delete.The Confirm Delete page is displayed and you are prompted to confirm the deletion. Deleting a flow is permanent and cannot be undone. ... The flow is deleted and you are returned to the Flows page.

How do I mass delete flows in Salesforce?

If you are using Salesforce inspector chrome extension, go to Data Import Enable Tooling API.Then choose DELETE action on Flow object by matching Id with DurableId column in exported results.

How do I delete a trailhead flow?

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. To delete an individual version, click the Del link for that version.

How do I activate an older flow in Salesforce?

Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.

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'.

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