Slaesforce FAQ

how to delete equipment salesforce

by Dora Mertz Published 2 years ago Updated 2 years ago
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Part of a video titled How to Delete Mass Products in Salesforce Lightning ...
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Open Salesforce lightning click on deer icon. Click on setup it opens in a new tab enter mass in theMoreOpen Salesforce lightning click on deer icon. Click on setup it opens in a new tab enter mass in the quick-find. Click on mass delete records. Click on mass delete.

How do I delete a document in Salesforce?

To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin. You can restore the document to your document library within that time by clicking Undelete from the Recycle Bin.

How to delete a Salesforce user permanently?

You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce. Deactivating or Freezing a Salesforce User restricts the particular user from accessing his/her Salesforce account.

Why can't I delete a custom object in Salesforce?

When attempting to delete a custom object record, an error message may appear that references a relationship to another object, which is currently preventing the deletion. Within the error, a table is displayed that provides a list of the related records that are causing the problem.

What is the difference between deactivating and freezing a Salesforce user?

Deactivating or Freezing a Salesforce User restricts the particular user from accessing his/her Salesforce account. The difference is That deactivation frees up a license where Freezing a user doesn’t give you a License credit. You can deactivate a user under Manage Users in Salesforce.

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How do I delete an item in Salesforce?

From the object management settings for custom objects, click Del next to the object that you want to delete. When prompted, select Yes, I want to delete the custom object to confirm and click Delete.

How do I mass delete items in Salesforce?

How to delete Mass Products in Salesforce LightningOpen Salesforce Lightning!Click on gear icon.Click on "Setup" ... Enter "Mass" in the Quick Find.Click on "Mass Delete Records"Click on "Mass Delete Products"Read the first and second step's description carefully and then go ahead.More items...

How do I delete all objects in Salesforce?

How to delete all the records from an Object in Salesforce?Go to Create –> Objects.Select the object to Truncate.Click “Truncate” button.Enter the object name not the API name and click “Truncate”.

How do I delete storage in Salesforce?

If the organization is still in Trial, delete all data by navigating to: Setup --> Administration Setup --> Data Management --> Delete All Data. The Delete All Data tool deletes ALL data within the organization.

Which tool can perform mass deletes in Salesforce?

Salesforce has an in-built mass-delete record tool which is available via the Quick Find box. When deleting records you have the ability to control whether the records are permanently deleted or get sent to the Recycle Bin. You can delete up to 250 items at one time.

How do I delete more than 50000 records in Salesforce?

To delete more than 50,000 records, you can use the DataLoader program....This file can now be used to delete those records from the org:Tab Data - click on Delete;Eventually enter again in your org;choose the From File radio button;Map the field;Delete all!

Can we delete standard objects in Salesforce?

You can't delete the definitions of standard objects. If you don't want them to be available to your users under any circumstances, you should remove all object-level permissions ("CRUD") from all of your profiles for those objects.

Where is object management settings in Salesforce?

From Setup, at the top of the page, select Object Manager. Select one of the objects in the list, and then select a specific customization from the left pane. For example, to add a custom field to the Account object, select Object Manager from the top of the Setup page.

How do I delete a data loader record 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...

What is physical delete in Salesforce?

Physical Delete (PD) refers to a sweeper process in the Salesforce database that removes a record from the corresponding database table. Physical Delete is sometimes referred to as a “permanent” delete. Note: Once this process has removed a record, the record can no longer be accessed through the UI or the API.

How do I delete a content body in Salesforce?

To delete Content or Files from your organization:Log into Data Loader.Select 'Export'Check Show all Salesforce objects" and select Content (ContentDocument) object. ... Select Id and any other desired fields and follow the prompts to complete your export. ... Review the resulting CSV file to verify the Content to be deleted.More items...

How do I delete old 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.

Deleting Components in a Deployment

To delete components, use the same procedure as with deploying components, but also include a delete manifest file that’s named destructiveChanges.xml and list the components to delete in this manifest. The format of this manifest is the same as package.xml except that wildcards aren’t supported.

Adding and Deleting Components in a Single Deployment

You can perform a deployment that specifies components to delete in destructiveChanges.xml and components to add or update in package.xml. The process is the same as with performing a delete-only deployment except that package.xml contains the components to add or update.

How to delete an object in Salesforce?

Step 1: Open your Salesforce Org and Click on Setup from upper right corner. Step 2: Write "Object" in Quick find/ Search Box. Step 3: Click on "Objects" under "Create". ------> You will get Actons. Edit. Del. Step 4: Click on ‘Del’ in front of Custom Object which you want to Delete as: -----> A New Window will open.

What happens when you delete a custom object?

If custom object have relation with another object. When attempting to delete a custom object record, an error message may appear that references a relationship to another object, which is currently preventing the deletion.

How to delete an object in Lightning?

NOTE: If you are using Lightning Experience then follow these Steps: Step 1: Go to “ Setup ”. Step 2: Select “ Object Manager ” under Object in Quick Find Box. Step 3: Click on “ Schema Builder ” from upper right corner. Step 4: Select from “ Custom Objects ” and Select your object which you want to Delete.

How to Delete a User in Salesforce ?

Salesforce does NOT allow deleting users on a permanent basis. However, in order to restrict users’ access, owners can deactivate or remove users’ license. One of the reasons of why you can’t delete users from Salesforce is, because users may own RECORDS, deleting them permanently becomes technically impossible.

Why Delete Users in Salesforce ?

User Accounts may affect Salesforce Billing or Licenses. Therefore, once you don’t need a user, you would most likely want to deactivate it from a Salesforce organization.

How to Deactivate a User in Salesforce ?

You may find deactivating Salesforce Users in specific products or editions of Salesforce, such as Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database DC editions.

Tips on Deactivating Users in Salesforce

If for some reason, you are not able to deactivate a user in Salesforce, you can proceed to Freeze the user. Later, after you have correctly managed the roles and access levels, you can also deactivate the particular user (s). Freezing a User also limits a user from accessing the Salesforce but doesn’t free up the License.

Summary

You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce.

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