Slaesforce FAQ

how to undo in salesforce

by Vivian Howell Published 2 years ago Updated 2 years ago
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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 .

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. Whichever method you choose, do not ignore backing up your Salesforce data on a regular basis. This can be a life saver for you and your organization.Jul 24, 2014

Full Answer

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.

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 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.

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.

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How do I revert changes in Salesforce?

To revert to a previously published site version:Select the Overview tab.From the Change History view, select the version you want to restore.Click. | Restore Version.Click OK at the confirmation message.

How do I undelete in Salesforce?

To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)

How do I undo a data loader in Salesforce?

If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records to delete the items you mistakenly imported. View the Using Mass Delete to Undo Imports document for instructions.

How do I restore a deleted Salesforce Lightning record?

To access your Recycle Bin, from the App Launcher, find and open it, or add it to your navigation bar.To restore records, select them and click Restore.

How do I undelete multiple records in Salesforce?

Login to Workbench using your Salesforce credentials and select the queries drop-down | SOQL Query. Select the object that contains the records to be restored. Select Include under List and for Deleted and archived records. And select View as CSV.

Can we Undelete flow in Salesforce?

There isn't undelete records operation in Flow. However, you can achieve this using this Invocable Apex Action.

How do I delete a record in 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...

What is hard delete in data loader?

Hard delete means deleting the data permanently from the org. That mean data will not be stored recycle bin. To enable this button enable bulk API. To enable bulk API button go to data loader settings and then enable bulk API check box.

How do I delete a lead in Salesforce?

Navigate to Setup.In the Quick Find search box, enter Mass Delete Records.Click Mass Delete Leads. Use the criteria 'Converted,' 'Equals,' '1. 'Review the results carefully and select the records to be deleted.Click Delete.

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