Create a report of all the records in Salesforce that you want to delete. You will only need the ID of the record to perform the delete, but it’s a good idea to back up any records you want with a full report, saved outside of Salesforce. Log in to Workbench. Data → Delete.
How to delete list views in Salesforce essentials?
How to delete list views in Salesforce Essentials. 1. Go to the list view you want to remove 2. Click the gear drop-down icon to the right of "Search this list..." 3. Click Delete
What is the use of workbench in Salesforce?
Workbench in Salesforce is a free, web-based tool that can be used for data management activities. Workbench is an interface that gives Salesforce admins and developers a scaled-down, functional user experience to work with Salesforce data. Force.com APIs transfer data between your Salesforce environments and Workbench.
Can a user edit their own list view?
We have recently removed the users rights to Edit/Create/Delete their own list view so that they will use the company shared list views. This unfortunately had people trying to stab us because we took their permissions away as they can't edit their own list views. So the question is how do I in mass or one by one delete users private list views?
What is soql in Salesforce Workbench?
Salesforce Object Query Language (SOQL) is used to search your organization’s data for specific data and “grab” it in a programmatic way. Note that I’m not a SOQL expert, however, Workbench makes it very easy for me to work with SOQL.
How do you mass delete list views in Salesforce?
0:277:23Salesforce 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.
How do you delete a list view in Salesforce?
Delete a List View in Salesforce ClassicSelect a custom list view.Click Edit.Click Delete.
How do I remove list view?
Click Select Edit current view. At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view for the list for which you cannot delete a view.
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.
How do I manage list views in Salesforce?
Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...
How do I hide list views in Salesforce?
As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.
How do I remove edit button from 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.
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.
How do I delete data from Workbench?
SQL DELETE Statement The DELETE statement is used to delete rows in a table. You specify which table to delete the records from, and if required, you add a WHERE clause to specify which records to delete. Notice that if you omit the WHERE clause, all records will be deleted!
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...