In order to modify or delete Tasks and Events that are part of a recurring series, you need to modify the master or parent activity in the series. To get started with this process, download a list of all of the events or tasks in the series. Log into Data Loader and select Export All.
- Access the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.
- On the Event detail page, click on the Delete button.
- Click on the Delete All Following button.
How to integrate Salesforce with Microsoft Teams?
Get the Salesforce App for Microsoft Teams Add Salesforce Records as Custom Tabs in Teams Mention Salesforce Records in Teams Channels and Chats View and Edit Salesforce Records in Teams Log Out of the Salesforce App in Teams Outlook and Gmail Integration on Desktop Outlook and Gmail Integration and Inbox Features
What is the fastest way to delete data from a task?
DataLoader - this seems to be the fastest way to delete records, in combination with the Bulk API. But the same problem of retrieving archived tasks exists here too. There are zero rows exported I export Task using this tool.
How can I improve Salesforce activity capture?
Exclude Certain Emails and Events from Being Added to Salesforce Set Default Activity Sharing for Einstein Activity Capture Users Let Users Share Activities with Groups Add High Velocity Sales Components, Actions, and Fields to Page...
Why can’t I create cases in Salesforce help?
Salesforce is investigating an issue where customers are unable to create cases and access their org through the org picker in Salesforce Help. Please call 1-800 NO-SOFTWARE to create a case if your issue is time-sensitive.
How do I delete a task in Salesforce?
How to delete a Task under Opportunities in Salesforce LightningWelcome. In this guide we will learn how to delete task under Opportunity tab.Click on "Opportunities"Select Opportunity from the below list.Select the drop down next to the task which you want to delete. ... 5) Click on "Delete"Click Delete to confirm.
Is there a way to delete all 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.
How do I cancel a recurring event in Salesforce?
Log in to your Salesforce account. In Salesforce, open one of the following pages in the upper toolbar. Locate and click the scheduled event to open its details. Click Cancel Meeting and OK to confirm.
How do I edit a recurring task in Salesforce?
For tasks that are part of a recurring series:To edit an individual task occurrence, select the View Task subtab, and click Edit Task.To edit an entire task series, select the View Series subtab and click Edit Series. Alternatively, click the Edit Series link in the Recurrence section of the detail page.
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 mass close a task 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 close an event in Salesforce?
Events are used to track meetings with prospects, colleagues and customers. They are different from Tasks which are To-Do list in Salesforce....To close a Task from the Task recordClick the Task's Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.
How do I delete a calendar in Salesforce?
Delete Calendar Events Within Salesforce EssentialsClick on the Calendar Navigation Menu item.Find and click on the Event you wish to delete (you should also be able to hover over the Event and see a delete button pop up)More items...
How do I cancel my Salesforce account?
To delete your profile on Salesforce Stack Exchange, navigate to your user profile, then click the Settings link at the top of your profile page: Then, in the the column below that on the left side of the page, click the Delete profile link: Read through the information on that page.
How do I create a recurring series of tasks in Salesforce?
To set a Task to reoccur quarterlyClick New Task.Check the box 'Create Recurring Series of Tasks'Choose the frequency 'Monthly. 'Choose every 3 months. In Lightning Experience, set Repeat to Custom and choose 3 months. ... Choose the start and end date for the recurrence.Save.
How do I enable recurring tasks in Salesforce?
How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit.More items...•
What is recurrence interval in Salesforce?
RECURRENCEINTERVAL is how often the Recurrence happens. This is a number field and would show how many times the Activity will repeat. Example: 1 would mean the Activity would repeat once. RECURRENCEDAYOFWEEKMASK - The day or days of the week on which the task repeats.