Slaesforce FAQ

how to delete salesforce sample data

by Silas Kris Published 2 years ago Updated 2 years ago
image

  • Locate a sample record (any Account or Contact will do). Find the 'Created By' stamp on the Page Layout. Copy the date and time. ...
  • Navigate to Setup.
  • Enter Delete into the 'Quick Find' box and select Mass Delete Records from the results.
  • Select a type of Record that you wish to delete, such as Accounts. Review the notes which state the records that will be deleted.
  • Under Step 3, enter the following filter: Created Date equals [paste the Created Date from the sample record].
  • Review the conditions of Steps 4 and 5, then click Search . All records which meet your criteria are returned.
  • Scan the list to confirm that you would like to delete all of the records listed. ...

Full Answer

Is there a way to delete sample data from Salesforce Developer Edition?

Is there a way to delete the sample data from the developer edition of SalesForce i.e. United Oil and Gas, University of Arizona etc., opportunities, products and all, so that the system is totally empty? Using Mass Delete Records leaves the sample data. The Delete All Data tool will delete ALL data within your organization.

How do I delete data from a Salesforce connection?

Select your connection from the dropdown menu. Your login credentials will be your default connection. If you wish to use a different Salesforce connection than one you’re using, create a new connection using the '+' icon next to the connection drop down. Select the object you wish to delete data from - e.g.

How do I create a delete task in Salesforce?

Follow these steps to create your first delete task: Select your connection from the dropdown menu. Your login credentials will be your default connection. If you wish to use a different Salesforce connection than one you’re using, create a new connection using the '+' icon next to the connection drop down.

How do I use data export in Salesforce data loader?

Note: Salesforce recommends that you use the Data Export to perform a backup prior to the deletion of any records within your organization. Data Loader cannot be used to export the actual files. 1. Log into Data Loader 2. Select 'Export'

See more

image

How do I delete sample records in Salesforce?

From Setup, enter Delete All Data in the Quick Find box, then select Delete All Data. Enter the requested text stating that you understand that all data in your org will be deleted, including sample data and data that you entered. Your user and admin setup isn't affected. Click Submit.

How do I delete sample data in Salesforce trial?

To mass delete only sample data, follow the steps below:Locate a sample record (any Account or Contact will do). ... Navigate to Setup.Enter Delete into the 'Quick Find' box and select Mass Delete Records from the results.Select a type of Record that you wish to delete, such as Accounts.More items...

How do I delete data in Salesforce?

Delete RecordsFind and open the record you want to delete.Click Delete.

How do I mass delete data 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 all data in Salesforce Sandbox?

Deleting all the dataNavigate to Setup | Data Management | Delete All Data.Salesforce will request you to enter text to state that you understand all data will be deleted:Click on the Submit button as shown in the preceding screenshot to complete this process. Note.

What is purge in Salesforce?

Deleted fields are available for 15 days until they're hard deleted. During that time, the field continues to count toward your custom field allocation. You can use the Purge button to initiate the hard-delete process and free up custom field allocation for your org.

How do I delete data from sandbox?

To get to the Manage Sandboxes page after you have logged in, click either the Tools dropdown menu or the dropdown arrow next to your name and choose Sandbox. The Manage Sandboxes page displays. Next, click the dropdown arrow next to Go to company for the target sandbox, then click Delete all data.

Can we delete data using SOQL?

1) Using the Delete Button The first type of Delete SOQL Query is deleting a single record on Salesforce is pretty straightforward, all you have to do is go to the record you want to delete and click on the standard Delete button. Upon clicking on it, the record will be deleted and sent to your recycle bin.

Can we delete record in 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. Restoring deleted records is covered in a later section.

How do I delete more than 10000 records in Salesforce?

A single transaction can only update up to 10,000 records. This is a global governor limit, not specific to flows. You cannot work around it, and you will have to split it into multiple transactions. Your best bet would be to use a batch Apex class if you wanted to delete this many records.

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 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!

What is the delete all data tool?

Once deleted, this data cannot be recovered. Do not use this link unless you wish to delete all data.

Does mass delete remove default records?

Thanks for your reply. As mentioned in my question, Mass Delete Records does not remove the default/sample records.

What is Salesforce bulk API?

Salesforce Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. Records are processed asynchronously by submitting batches which are processed in the background by Salesforce. Bulk API has some restrictions, for example: related objects exports are not supported by this API. On the other hand, Bulk API processes data in larger batches than Batch API, resulting in a lower API calls usage per operation on large volumes of data.

How to create a new connection in Salesforce?

Step 1: Select your Connection and Object. Select your connection from the dropdown menu. Your login credentials will be your default connection. If you wish to use a different Salesforce connection than one you’re using, create a new connection using the '+' icon next to the connection drop down .

When is the bulk API in use?

Whenever the Bulk API checkbox is left unchecked, the Batch API is in use.

Can you delete dataloader.io?

In dataloader.io, before actually deleting the data you must first create a delete task. In fact, when creating the task you can save and run it, meaning that this doesn't really add any extra steps. The beauty of doing things this way is that the next time you want to delete the same kind of data, the task will already be created ...

Can you send email notifications with Dataloader.io?

When using the free edition of Dataloader.io, you are only allowed to have one task set up to send email notifications. Dataloader.io Professional and Enterprise Editions allow you to implement these in an unlimited amount of tasks.

Can you select the column in a CSV file?

You can now select the column from your CSV file that contains the IDs of the objects to be deleted. This is the only column that really matters on this task, any other columns will be ignored. If the header of any column is "id", it will be mapped automatically. If not, click on the field that contains the ID to select it and later click Next.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9