Slaesforce FAQ

how to undo a request salesforce

by Laila Swift II Published 2 years ago Updated 1 year ago
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You can set the action to 'Remove' for the approval process Ex:- Approval.ProcessWorkitemRequest appreq = new Approval.ProcessWorkitemRequest (); appreq.setWorkitemId (id); // ProcessInstanceWorkitem id appreq.setAction ('Approve'); appreq.setComments ('Remove approval procees request');

Required Editions and User Permissions
You have the option to delete or immediately execute the request. After 24 hours, or after you immediately run the request, the entire customer record is deleted with no option to undo the action or restore the record.

Full Answer

How to undo a delete action in Salesforce lightning experience?

Users now have the ability to undo a delete action when they have accidentally deleted a record in Salesforce Lightning Experience. 1. Open an Opportunity Record in Lightning Experience. 2 .Click the Delete button. 3 .Receive a warning message of: "Are you sure you want to delete this opportunity?" 4. Click Delete . 5.

How to undo a deleted opportunity in Salesforce?

Users will be prompted with a Popup that the Opportunity was deleted with an "Undo" Link to revert the deletion. Note: This is only available in Salesforce Lightning Experience. In case where Users are not able to un-delete the Record through the link, they can access the Recycle Bin to retrieve the Record.

Are You Not backing up your Salesforce data?

As an Administrator if you are not backing up your data on a periodic basis, then this is a good time to rethink about it. Here are the options that you can choose from The simplest option is to turn on the Salesforce data export service.

How do I undo changes made to my database?

The only option to “undo” changes is to have a CSV backup and either update records from that CSV backup or delete current records and re-insert from CSV. As an Administrator if you are not backing up your data on a periodic basis, then this is a good time to rethink about it.

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How do I recall a request in Salesforce?

Withdraw an Approval RequestGo to the detail page for the record associated with the approval request.In the Approval History related list, recall the approval request.

How do I delete a request in Salesforce?

Remove Pending Approval RequestsFrom Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.Search for the approval requests that you want to remove.Select Mass remove records from an approval process.Add comments.More items...

How do I remove approval?

To remove or add an Approval Step in Classic:Click Your Name | Setup | Create | Workflow & Approvals | Approval Processes.Find the approval process.Deactivate this Approval Process.Use the "Clone" button (from the approval process detail page) to create a new similar inactive one.More items...

How do I delete an approval in Salesforce?

Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.

How do I delete a sObject in Salesforce?

Use the sObject Rows resource to delete records. Specify the record ID and use the DELETE method of the resource to delete a record.

How do I delete API data?

In order to delete data, you must perform a Delete action by specifying "deleteQuery" request parameter in the index API. The rule for \ in "deleteQuery" request parameter is the same as the "query" request parameter in Get Data from an Index Layer -> Section "Get the Data Handle".

How do I undo a pull request approval?

To delete an approval rule, run the delete-pull-request-approval-rule command, specifying: The ID of the pull request (with the --id option). The name of the approval rule (with the --approval-rule-name option).

Can we edit approval process in Salesforce?

After an approval process is activated, you can't add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.

Can I delete approvals in teams?

There is currently no way to delete the Approvals history in the Teams Approval App. Your only possibility would be to find the records in the Approvals table in Dataverse and delete them there.

What is recall action in approval process?

Recall Actions. A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking. Record locking prevents users from editing a record, regardless of field-level security or sharing settings.

Can approval process delete a record?

Executive" tries to delete a record of an object ,it cannot be deleted unless this action is approved by the "Manager" above in the hierarchy.

What happens when you deactivate an approval process Salesforce?

If you want to clean up old approval requests—such as to delete an approval process—remove them from your Salesforce org. After approval requests are removed, the associated records are unlocked and removed from all approval processes, so they no longer appear on the approver's list of pending approval requests.

Writing to Your Data System

The most important implication of the undo/redo feature concerns custom entry sources and activities that have write access to an external data system. Your architecture should explicitly support or guard against Journey Builder’s capability to modify data values within Marketing Cloud.

History Objects

The undo/redo feature is enabled by actions committed against the journey model at design time. Configuration is recorded each time a user completes an action on the canvas.

User Action Intent Messages

This feature includes a messaging system used to tag the intent of the ixn model sets, so when users hover over one of the history buttons, they see a description of what the undo or redo action changes. Activity configuration is currently tracked based on completion of the configuration model.

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