In the Process Builder, in the Activity Library, open the Salesforce tab. On the Salesforce tab, drag the Delete Multiple Records activity onto your process. General Configuration Specifies the basic settings for the Delete Multiple Records activity.
- Click Your Name | Setup | Data Management | Mass Delete Records.
- Click the link for the type of record to delete.
- Review the information that will be deleted along with the records.
How to close a task in Salesforce?
Select the gear icon and choose Select Fields to Display, be sure to add the “Close Task” custom field that your Salesforce Administrator previously created so that you’re able to mass update the Task Status. 5. In your newly created Salesforce list view, select the tasks you want to close by checking the boxes in the left column.
Can I close out old Salesforce tasks in a mass update?
You turn to your Salesforce Administrator for help and ask if there is a way to close out old Salesforce Tasks in a mass update. Unfortunately, you find out that mass editing the Task “Status” field in a list view is not supported.
Can I delete more than one object at a time?
You can’t delete more than 100,000 combined objects and child records at the same time. Select fewer records to delete. If you're trying to delete one object that has more than 100,000 child records, delete an appropriate number of child records before deleting the object. Click here to return to the previous page.
How do I update the status of a task in Salesforce?
Click “Add Workflow Action,” select “New Field Update,” and create a new Field Update action called “Close Task.” Choose the “Status” picklist field from the options displayed and set “Completed” as the updated value. Don’t forget the Description field.
How do I delete multiple tasks 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...
How do I delete multiple tasks?
Select a group of two tasks in the task grid using the SHIFT key for multiple selection. As you can see below, the selected rows are highlighted with blue background. 2. Right click on a task ID belonging to the multiple selection, and from the contextual menu choose Delete Task.
How do I complete 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 delete multiple tasks in a team?
Delete multiple tasks Shift-click to select the desired tasks, then right-click to access the context menu and click Delete tasks.
How do I mass delete 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.”
How do I delete a task in Salesforce?
0:020:40How to delete task under account in Salesforce #Salesforce #AdminYouTubeStart of suggested clipEnd of suggested clipSelect account from below list for this guide we selected. Test select tasks and click this iconMoreSelect account from below list for this guide we selected. Test select tasks and click this icon next to tasks to show more options click on delete click delete to confirm.
How do I mass edit tasks in Salesforce?
To use the Mass Update button:Go to your Activities views or the Tasks Object in the App Launcher.Select the activities list view you want to update.Click Mass Update.The fields you are able to update will all appear on this page.Make your changes.Click Submit.
Can you mass complete tasks in Salesforce?
A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed.
What is the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do you select multiple tasks in a team?
From the List view, you can select multiple tasks by holding down the Shift or Ctrl key.
How do I delete tasks in tasks by planner?
You can delete a task from the plan's board or while in a task's details. Warning: There is no way to recover a deleted task. If you accidentally delete a task, you'll need to recreate it from scratch. To delete a task on the Board, select the three dots on the right side of the task card, and then choose Delete.
How do you bulk edit tasks in teamwork?
In the Tasks area of your project, hover over the task list name and click the three dots to the right. In the dropdown menu, select the Bulk Edit Tasks option....In the bulk edit modal, you can select an action to perform on the tasks:Modify.Move.Copy.Complete.Delete.
How to delete records in Salesforce?
Salesforce – Delete Records in Mass 1 You’ve identified multiple reports that are no longer used and you want to unclutter the list of reports on the Reports tab. 2 You imported your leads incorrectly and you want to start over. 3 You want to clean up web-generated leads that were created incorrectly or delete accounts and contacts with which you no longer do business.
What records can you mass delete?
The record types you can mass-delete include cases, solutions, accounts, contacts, leads, products, and activities. Here are some ways that mass delete is handy. You’ve identified multiple reports that are no longer used and you want to unclutter the list of reports on the Reports tab. You imported your leads incorrectly and you want to start over.