Slaesforce FAQ

how to delete dependent records salesforce

by Nyah Considine Published 2 years ago Updated 2 years ago
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1. Use data loader/workbench to export the ids of the records and use the delete operation of DL/workbench to delete them. 2. Create a batch apex, which queries all records in the start method. In executing method add them to list and delete the records.

Full Answer

How to delete records permanently from Salesforce?

After you persist records in the database, you can delete those records using the delete operation. 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.

Can you delete anything in Salesforce?

Deleting anything in Salesforce can bring on a panic attack in even the most experienced admins, but if you take care, document your process, and have a backup, you’ll have clean Record Types and happy Users in no time!

What are record types in Salesforce?

Record Types are one Salesforce feature that can be incorrectly implemented. So, Assessing what purpose your Record Types have, and removing those that don’t deliver any benefit, is an Admin job that shouldn’t be forgotten about. It’s a dirty job, but someone has to do it!

Should I clean up my Salesforce project before moving to production?

As always, any changes you make to Salesforce should be fully tested and reviewed in Sandbox before moving to Production. The goal of cleanup projects like these is to make life easier for the end user, not harder.

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How do I delete related records in Salesforce?

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...•

When you delete a parent record you will also delete the child record if that child record has a lookup relationship to the deleted record?

In a Lookup relationship, even if the parent record is deleted, the child record will not be deleted.

How do I mass delete records in Salesforce?

From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records. Specify conditions that the selected items must match, for example, “State equals California.”

When I delete a record should any records related to that record also be deleted?

When you delete a Salesforce record that has related records via a lookup relationship, the related records are not deleted. Only related records that have a master-detail relationship will be deleted when the master record is deleted.

What is cascading delete in Salesforce?

Cascade delete- a relational database term used to describe the process by which child records are automatically deleted when their parent record is deleted- is, indeed, powerful. When used intentionally and correctly, cascade delete allows you to reduce the quantity of SQL statements needed to perform delete actions.

What happens if a lookup record is deleted in Salesforce?

In the scenario below, this is expected behavior. The 'What to do if the lookup record is deleted?...' with a few radio buttons as follows:Clear the value of this field (this option is unavailable if the field is required)Don't allow deletion of the lookup record that's part of a lookup relationship.Delete this record.

How do I delete multiple records?

Use Grid Edit to delete multiple records in a report:Display a table report that contains records that you want to delete.Select Grid Edit in the top right.Select the records that you want to delete. ... Right-click the selected records, then select Delete.Select the Apply Changes button in the top right.More items...

How do I delete multiple records from a custom object in Salesforce?

It is not possible to delete multiple records at once. Now the user can simply select all the required records and hit the “Delete Row” button to delete multiple records using a single click of the Delete button.

Can we delete multiple records in Salesforce?

While working with Salesforce we can only delete one record at a time using this screen. It is not possible to delete multiple records at once.

How to delete data in Salesforce?

Drag and drop Salesforce query Connector to query the data to delete

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.

Can you delete records from Salesforce account?

As a use case we will delete the records from Account object in Salesforce using salesforce connector

How many record types are there in Opportunity?

After looking around at the Opportunity, you notice their Opportunity object has five record types. Right away, this seems excessive – and it might be. But nobody, not even a seasoned, expert Administrator can make that call from this information alone.

Can you change the default record type on a profile?

Default Record Types on Profiles – You may need to adjust the default Record Type on your Profiles before deletion. Either change the default Record Type, or change it to “Master”. Changing the Record Type on the Standard Profiles is a bit more tricky, but it can be done. I can’t take the credit for figuring this one out, but the original answer can be found here.

Can you delete Salesforce?

Deleting anything in Salesforce can bring on a panic attack in even the most experienced admins, but if you take care, document your process, and have a backup, you’ll have clean Record Types and happy Users in no time!

Can Salesforce record types be incorrectly implemented?

It’s all very well building out your Salesforce org to accommodate your processes further, even the complexity unique to your organization, but, there will come a time where you will need to take a step back and audit your setup. Record Types are one Salesforce feature that can be incorrectly implemented. So, Assessing what purpose your Record Types have, and removing those that don’t deliver any benefit, is an Admin job that shouldn’t be forgotten about. It’s a dirty job, but someone has to do it!

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