Slaesforce FAQ

how to delete account record in salesforce

by Prof. Briana Osinski II Published 2 years ago Updated 2 years ago
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  1. Navigate to Setup.
  2. In the Quick Find box, type Mass Delete Records and select it.
  3. A list will appear with what records are available to delete. In this example, we’ll select leads.
  4. In the first step, Salesforce will tell you exactly what data will be deleted by this process, and where it will go. ...
  5. Now, enter the criteria for which you want leads to be deleted. In this example, we’re going to remove our Web Leads with the status of Working-Contacted.
  6. Select the Search button to double-check your work. At this point, Salesforce will tell you if you’ve made an error in your criteria, and it will show you which ...
  7. Finally, Salesforce provides an option to Permanently delete the selected records, meaning you won’t be able to recover them from the Recycle Bin.
  8. When you’re all set, select Delete.

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. N.B. If you don't see the Delete button you may need to edit the page layout to add it.Mar 23, 2016

Full Answer

How to delete an account in Salesforce?

Create the payload to delete the Account in salesforce Drag and drop the salesforce delete connector (you can also pass the Id directly in salesforce delete connector) Deploy the application and test, you can see account get deleted from Salesforce

What happens when you delete a record in Salesforce?

Deleting a record displays a toast message using the lightning / platformShowToastEvent module. The user is redirected to the record home page after record deletion using lightning / navigation. This button calls the delete() method.

How to delete data from a database in Salesforce?

Configure the connection details for salesforce and use the Basic Username and Password connection (Username,Password,Securitytoken),you can also use other connections as well to do the configuration like Oauth UserName and Password etc Drag and drop Salesforce query Connector to query the data to delete

How can I get the most out of Salesforce?

Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations.

See more

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How do I mass delete account records in Salesforce?

Step by step instructions on how to mass delete records in SalesforceStep 1 – Click “Your Name” -> Setup -> Data Management -> Mass Delete Records.Step 2 – Choose the record type you wish to delete. ... Step 3 – Specify conditions for selected items, such as “State equals New York” or “City equals Toronto”.More items...

How do I delete a record from an object in Salesforce?

If this is Developer Edition, and you have less than 10,000 rows of data, the easiest way may be to just do the following: Go to the Developer Console in the upper right of your web brower. Click Debug -> Execute Anonymous Apex. Now all your records have been deleted.

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 delete an account record in Salesforce using the developer console?

With the developer console, you can enter Apex code directly into your Salesforce to enable you to delete records. To use this method, simply open the editor window and enter code by changing MyObect to the object you will like to delete from. For example: delete[SELECT id FROM MyObject];

How do I delete a record using dataloader in Salesforce?

Required Editions and User PermissionsOpen the Data Loader.Click Insert, Update, Upsert, Delete, or Hard Delete. ... Enter your Salesforce username and password. ... Choose an object. ... To select your CSV file, click Browse. ... Click Next.More items...

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Introduction

You are attending a security and data access review meeting with the CEO and the Executive team. The first item on the agenda is to ensure that all users have the appropriate object permissions for their job roles.

Create a New Profile Without Delete Permissions

From Setup, enter Profiles in the Quick Find box, and select Profiles.

Set Login Access Policies and Create a New User

From Setup, enter Login Access Policies in the Quick Find box, and select Login Access Policies.

Allow a User to Delete Accounts Using Permission Sets

From Setup, enter Permission Sets in the Quick Find box and select Permission Sets.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

How long does Salesforce keep deleted records?

Deleted records aren’t deleted permanently from Salesforce, but they are placed in the Recycle Bin for 15 days from where they can be restored. Restoring deleted records is covered in a later section.

What happens if a child record is not deletable?

However, if a particular child record is not deletable or is currently being used, then the delete operation on the parent case record fails. Indirect account-contact relationships (as specified on the Related Accounts related list on a contact or the Related Contacts related list on an account)

What happens when you delete a parent object?

If you delete a parent object, you delete its children automatically, as long as each child record can be deleted. For example, if you delete a case record, Apex automatically deletes any CaseComment, CaseHistory, and CaseSolution records associated with that case.

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