Your Salesforce Administrator can follow these steps to delete data from the Salesforce Activity History object. Log in to your Salesforce account (you will need System Administrator permissions) Go to Setup | Administration Setup | Data Management | Mass Delete Records | Mass Delete Activities
How do I delete an activity in Salesforce?
Delete data from these locations manually....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 historical data in Salesforce?
Salesforce Classic:Click Setup.Enter User Interface in the Quick Find box and select User Interface.Under the Setup heading, select the "Delete from Field History" and "Delete from Field History Archive" checkbox.Click Save.
How do I mass delete an activity in Salesforce?
You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.More items...
What is Salesforce activity history?
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 clean up Salesforce org?
3 Steps To Clean Out Your Salesforce OrgIdentify the objects which are used most often by the most people to create the most beneficial record layout. ... Create configuration workbooks to find out what's going on in your org. ... Do an object-by-object analysis.
How do I clear the audit trail in Salesforce?
Use Apex or SOAP to delete field history and field history archive data. To delete field history and audit trail data, the user permissions Delete From Field History and Delete From Field History Archive must be enabled through a permission set or a user profile.
Who can delete activities Salesforce?
But the current user is the one who created the event .....You can edit or delete an activity when the following applies:You have the “Edit Tasks” and “Edit Events” permissions AND.You're assigned to the activity, or.You're above the user assigned to the activity in the role hierarchy, or.More items...•
How do I close multiple tasks in Salesforce?
Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.
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 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 see activity history in Salesforce lightning?
In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.
How do I query activity history in Salesforce?
Follow these steps to configure a Salesforce Query activity:Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.Step 2: Select Fields and Create Conditions. ... Step 3: Review the Data Schemas.