Slaesforce FAQ

how to delete tasks from salesforce

by Emmanuelle Lesch MD Published 2 years ago Updated 2 years ago
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Login to Salesforce Lightning and open Sales Application! 2. Go to "Tasks" 3. Select the drop down arrow at the right corner 4. Click on "Delete" 5. Select "Delete" to confirm 6. Task has been deleted!

You can delete a task by clicking on the task tab at the top, then make sure the view is changed to the Table View. At the end of the task you'd like to delete, you can click the dropdown arrow to delete the task. You can also add the delete function to the task page layout.

Full Answer

How do I mass delete contacts in Salesforce?

  • Login to Salesforce.com.
  • Navigate to Setup > App Setup/Build > Create > Objects and click the label for Email Message.
  • Hover over the Search Layouts quicklink at top and click Edit next to Search Results.
  • In the Custom Buttons section, click on Delete in Available Buttons and move to Selected Buttons on right.
  • Click Save.

How do I delete triggers from Salesforce?

  • Create new project in eclipse and download all the source code from production.
  • Open the meta-data of the file you want to delete in production and change the status to Delete.
  • Click save to server to delete the class in the production.

How to delete Lightning component in Salesforce?

To delete a component from a managed package:

  • From Setup, enter Lightning Components in the Quick Find box.
  • Select Lightning Components.
  • Click Del for the component that you want to delete.

How can I delete all data in sales force?

  • input variable recordId
  • formular variable vUserId = {!$User.Id}
  • update the ContentDocument.OwnerId to vUserId

See more

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How do I delete completed tasks in Salesforce?

if its list of Tasks on your home page, just click on x to complete the task and save it or change the status of the task to be completed and the task will be automatically removed from the list.

How do you mass delete tasks in Salesforce lightning?

Another way is to use Mass delete records option of Salesforce. Goto Your Name- > Setup-> Admin Setup -> Data Management -> Mass Delete Records -> Mass delete activities.

Can you delete multiple tasks in Salesforce?

To delete multiple records: 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 do I delete a task?

Delete a task Or, if you've turned on context menus in your Settings, you can right-click and select Delete selected task if you're on desktop. On Android and iOS, you can swipe from right to left to delete.

How do I bulk delete in Salesforce?

Mass Delete in SalesforceStep 1 – Click “Your Name” -> Setup -> Data Management -> Mass Delete Records.Step 2 – Choose the record type you wish to delete. ... Step 3 – Specify conditions for selected items, such as “State equals New York” or “City equals Toronto”.More items...

How do I update tasks in Salesforce?

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.

How do I delete tasks in Taskray?

Generally, it might not be best practice to delete records (such as tasks) as they may be needed for reporting and analysis....Delete a Task Through Task DetailsLocate the task that you want to delete and open its Task Details.Click Delete.A confirmation dialog will ask you to confirm. Click Delete to confirm.

How do I close multiple tickets in Salesforce?

Select a list view, but not the default "Recently Viewed", then select multiple case records. Click the "Mass Close Case" button, you will be presented to enter a reason to close the case, this will update the Status and Internal Comments field for all Cases selected.

How do I delete an event in Salesforce calendar?

Delete a meetingLog 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 Delete (this option can be found under "Action" as well).More items...

How do I delete all completed tasks?

If you want to delete multiple completed tasks, hold the "Ctrl" key on your keyboard and click on the completed tasks you want to remove. Then right-click on any selected task and click "Delete" to delete all of the selected tasks.

How do I delete a project task?

Click on Delete button option under Task menu or press the Delete key on your keyboard or right click on the ID of the task and select Delete Task from the displayed contextual menu.

How do I delete multiple tasks in planner?

Right click on a task ID belonging to the multiple selection, and from the contextual menu choose Delete Task. As a result, the two selected tasks will be removed from the project, and the below tasks will have their IDs renumbered.

Visualforce

Write up a page that allows deletion of a specified task. Works the same as above, but uses Visualforce instead of JavaScript.

Trigger

You can actually delete a record in a trigger using "after update". Just make a custom checkbox and have the trigger delete the record when checked. Users will only be able to delete tasks they can edit using this method.

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