- Navigate to Setup.
- In the Quick Find box, type Mass Delete Records and select it.
- A list will appear with what records are available to delete. In this example, we’ll select leads.
- In the first step, Salesforce will tell you exactly what data will be deleted by this process, and where it will go. ...
- Now, enter the criteria for which you want leads to be deleted. In this example, we’re going to remove our Web Leads with the status of Working-Contacted.
- Select the Search button to double-check your work. At this point, Salesforce will tell you if you’ve made an error in your criteria, and it will show you which ...
- Finally, Salesforce provides an option to Permanently delete the selected records, meaning you won’t be able to recover them from the Recycle Bin.
- When you’re all set, select Delete.
How to mass delete records in Salesforce?
With those caveats out of the way, let’s move on to the juicy details of how to mass delete records in Salesforce. Step 1– Click “Your Name” -> Setup -> Data Management -> Mass Delete Records. Step 2– Choose the record type you wish to delete.
How do I delete a document in Salesforce?
To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin. You can restore the document to your document library within that time by clicking Undelete from the Recycle Bin.
How do I delete multiple records at once?
Step 1– Click “Your Name” -> Setup -> Data Management -> Mass Delete Records. Step 2– Choose the record type you wish to delete. Keep in mind some record types may not be deleted.
How do I mass delete records from my account?
In order to mass delete you must have the permission to “modify all data” and you are only able to delete a maximum of 250 at once. If you are not set as an Admin, you may not have the ability to delete records with associates cases or partner accounts.
How do I delete all files in Salesforce?
To delete files in Salesforce Classic:Navigate to the Files list: Click the Files tab. Click the Chatter tab and then Files on the left.Click on the file name.Click Go to Content Details Page.Click Edit and select Delete Content.
How do I mass delete documents?
To delete multiple files and/or folders: Select the items you'd like to delete by pressing and holding the Shift or Command key and clicking next to each file/folder name. Press Shift to select everything between the first and last item. Press Command to select multiple items individually.
How do I delete thousands of records 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.
Which tool can perform mass deletes in Salesforce?
Salesforce has an in-built mass-delete record tool which is available via the Quick Find box. When deleting records you have the ability to control whether the records are permanently deleted or get sent to the Recycle Bin. You can delete up to 250 items at one time.
How do I delete multiple files in library?
An alternate way to delete files and foldersOpen the document library where you want to delete files or folders.Select one or more files that you want to delete by hovering over the file and then clicking the check box. ... Right click on the icon of one of the files. ... In the Delete confirmation dialog box, click OK.
How do I delete files faster?
Open Start on Windows 10. Search for Command Prompt, right-click the top result, and select the Run as administrator option. In the command, make sure to update the path to the folder you want to delete. In the command, we use the /f option to force the deletion of read-only files.
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 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!
How do you mass delete records in Salesforce using data loader?
Required Editions and User PermissionsOpen the Data Loader.Click Insert, Update, Upsert, Delete, or Hard Delete. ... Enter your Salesforce username and password. ... Choose an object. ... To select your CSV file, click Browse. ... Click Next.More items...
How do I bulk delete 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 mass delete reports in Salesforce?
Navigate to the Setup area of Salesforce. Under Administer, expand Data Management. Click Mass Delete Records. Choose Mass Delete Reports.
How do I mass delete records in Salesforce workbench?
Look to Workbench if you need to delete more than that! Create a report of all the records in Salesforce that you want to delete....5. Mass Delete RecordsLog in to Workbench.Data → Delete.Select “Single Record” or “From File”.Map the ID field.Proceed with the deletion.