Slaesforce FAQ

how to delete from process buiolder salesforce

by Clint Runte Published 2 years ago Updated 2 years ago
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Find the Process Builder, Expand the list, Find the old version, Click Delete,

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 do I delete an object in process builder?

You can't delete objects with Process Builder. You can, however, delete objects using Flows, and then use Process Builder to call that flow. There's also an idea to add that functionality (among others) that you can vote on.

Can Process Builder run delete?

We developers and admins can use process builder in multiple scenario with "Insert / Update / Delete" action.

How do I edit an existing process builder?

0:133:12How to Clone an Existing Process Builder in Salesforce ? - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo uh to make changes to the process which is active you cannot directly do it what you have to doMoreSo uh to make changes to the process which is active you cannot directly do it what you have to do is you have to clone that existing process.

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...•

Can we delete records using flow in Salesforce?

Flows can delete records that are pending approval.

How do you stop a record from deletion in Salesforce?

Restrict a user from deleting a Record. After writing the code, just save the record by pressing 'Ctrl + S'. Step 2 – Open a contact record in your Salesforce org. Click on the inverted triangle icon located on the top-right of the contact record.

Can we edit the existing process builder in Salesforce?

It is possible but you have to clone the process builder first then once you have cloned it, you will be able to edit it. Just select 'Version of the current process', when you do 'Save Clone as..' Hope this will help you. Thanks.

How do I edit a process builder Salesforce?

After you activate a process, you can no longer edit that process. However, you can click Clone to save the process as a new inactive process.

How do I change an object for a process builder in Salesforce?

Its not possible to change object name once you have created a process builder. You need to create a new Process builder for this. You can delete the existing one.

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'.

How do I delete an inactive flow in Salesforce?

Select the Delete Inactive option then press Select Flow(s). You will need to check the Inactive box before the Delete button will appear. Select the flows you want to delete then press the Delete button.

How do I delete all failed flow interviews in Salesforce?

From Setup, enter Flow in the Quick Find box, then select Paused Flow Interviews. If Paused Flow Interviews isn't available as its own page, select Flows and scroll down to the list of paused interviews.For each interview that you want to delete, click Del, or click. and select Delete.

Workflow Rules & Process Builder Phased Retirement

So, the writing has been on the wall for some time, but during Dreamforce ‘21, the Product Manager responsible for the retirement, Patrick Stokes, delivered more detail about what to expect.

Summary

Workflow Rules and Process Builder have been around for quite some time (Workflow especially) and so, migrating your existing processes to Flow will be no easy task. Not only will setting up new Flows take time, there is also the need to upskill for many Admins and Consultants, who may not yet be entirely comfortable with using Flow.

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