Slaesforce FAQ

how to stop profiles from deleting leads in salesforce

by Amira Bode Published 3 years ago Updated 2 years ago
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Fix The Delete Button in Salesforce – Code Snippet for Leads Use this code on your “PreventLeadDelete’ Visualforce Page. Don’t forget to change the ‘Enter User Alias Here’ text for the alias of the person who is allowed to delete leads.

Step -1 : Go to the Setup and search for the profiles in quick find box. Select the 'profile' in the below option. Step-2: Now In profile, Choose any one of the profile and Click 'Edit' to proceed. Step-4: In that custom object permission, uncheck the delete permission.Jun 14, 2021

Full Answer

How to find out who deleted a record in Salesforce?

Salesforce administrators can determine who deleted a record by looking at the Recycle Bin or querying for deleted records via API. Subscribe to SalesforceSu...

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 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 to create new lead in Salesforce?

  • Leads can be entered manually, imported or captured from a Web-to-Lead forms.
  • Leads contain both company and contact information.
  • When new leads are created we must automatically assign those leads to sales people using lead assignment rules.

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Can profile be deleted in Salesforce?

View or edit a profile by clicking its name. Delete a custom profile by clicking Del next to its name. Note You can't delete a profile that's assigned to a user, even if the user is inactive.

Who can delete a record Salesforce?

1. The ability to delete individual records is controlled by administrators, the record owner, users in a role hierarchy above the record owner, and any user who has been granted “Full Access.”

How do I remove the Delete button from a list view in Salesforce?

To remove the standard new button from the list views, perform the steps below:Navigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. ... Once you're done, click on the Save.

Is it possible to write a validation rule on record delete?

Hi saurabh, Validation rule is not work for prevents deletion of record. You can use trigger for Prevent deletion record. Validation rules will only work if there is a record to determine if the formula evaluates to true.

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.

What is Cascade delete in Salesforce?

Cascade delete- a relational database term used to describe the process by which child records are automatically deleted when their parent record is deleted- is, indeed, powerful. When used intentionally and correctly, cascade delete allows you to reduce the quantity of SQL statements needed to perform delete actions.

How do I disable a standard button in Salesforce?

To hide any standard button, deselect the checkbox next to the button name. To add or remove a custom button, select the button in the Available Buttons list, and click Add or Remove. Sort custom buttons by selecting them and clicking Up or Down.

How do I add a delete button in Salesforce list view?

0:177:22Salesforce How To: Mass Delete with List Views - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf i want to go ahead and delete a record i actually need to click on this little drop down arrowMoreIf i want to go ahead and delete a record i actually need to click on this little drop down arrow and click delete.

Can you mass delete in list view Salesforce?

It is worth noting that Salesforce has its button for bulk erasing data. To bulk delete in Lightning, the Bulk Delete button can be used. In the List View, we can select an item and then press the Bulk Delete button. The documents are then removed from the organization.

Can we use field set in validation rule?

You can't write Validation Rules on Field Sets, but can Write Trigger and Validate in before insert.

What is the use of validation rule in Salesforce?

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”.

How do you make a field mandatory using validation rule in Salesforce?

Click on the gear icon then Setup > Object Manager.Choose the object > Validation Rules.Click on New.Enter a Rule Name.Enter an Error Condition Formula, you can use ISBLANK or ISNULL to check that the field is not empty.Enter an Error Message.Select an Error Location.Click on Save.

Prevent your users from entering duplicate records

Salesforce natively has tools to help discourage or inhibit users from entering duplicate data across any device. Duplicate management rules in Salesforce help identify potential duplicates records across accounts (business & person), contacts, leads & custom object records.

Identify if there are duplicate records within your org

Now rules have been set up to prevent duplicates from being created; you want to clean up any potential double-ups you already had in the system. We recommend using an app from the Salesforce AppExchange as a quick and easy way to understand the duplicate records within your system.

Clean up any duplicate records

The apps mentioned above all have the functionality to merge and delete duplicate records. There is also the ability to merge records natively within Salesforce.

Speak to the experts

If you find that large volumes of your records are duplicates or finding that the quality of your data is lacking, you should look to engage a data specialist. We recommend reaching out to Database Consultants Australia (DCA) to discuss the state of your data and how you can improve it further.

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