In Salesforce Leads management, we encounter the challenge of dealing with massive amounts of lead data cluttering the CRM data space. To Mass Delete Leads in Salesforce, we can use the built-in Mass Delete Records function or the Data Loader tool.
We can use the Data Loader tool to mass delete the lead records in Salesforce. The data loader is efficient at handling bulk data and performing data operations like inserting, updating, and deleting with efficiency and accuracy.
We can delete Leads directly from the Leads tab, but it is better to use the Mass Delete Records function and the Data Loader tool to delete Leads in Salesforce.
In this Salesforce tutorial, we will learn how to mass-delete leads in Salesforce using the following two approaches.
- Mass delete leads with Salesforce’s built-in mass delete function.
- Mass delete Leads using the Salesforce Data Loader.
Mass delete leads with Salesforce’s built-in mass delete function
To mass delete lead records, with the help of the built-in Mass Delete function, navigate to Salesforce Lightning’s Setup page and follow the steps below.
1. On the Setup page of Salesforce Lightning, go to the Quick Find box and search, then select Mass Delete Records.
2. In the setup of Mass Delete Records, select the option Mass Delete Leads.
3. To filter the lead records, we can define the criteria to filter the records that we have to delete.
In this example, I have filtered the leads that have Lead Source as Partner Referral.
After defining the filter criteria, click on the Search button.
4. As we click on the search button, the leads record will be filtered according to the defined criteria. Here, select the lead names from the checkbox and click on the Delete button.
As we click on the Delete button, the selected lead records will be deleted.
This way, we can mass-delete leads in Salesforce with an inbuilt Mass record delete function.
Mass delete Leads using the Salesforce Data Loader
To mass delete the leads using the Salesforce data loader, ensure that you have installed the Data Loader tool in your system and have the required access to manage the lead records.
If you meet the above conditions, then follow the steps below.
1. To delete the lead record with the data loader, we need a CSV file with the lead record IDs; for that, we will run a data export for the lead object.
Open the data loader and click on the Export button.
2. In this step, select the data object Lead and save the location for the CSV file from which the lead data will be extracted. After this, click on the Next button.
3. In this step, select the query field ID; for reference, select the fields Name and OwnerId.
We can also apply a condition filter to get the leads owned by a specific user. For that, you have to enter OwnerId in the Field and the owner’s ID (0055i000#####) in the Value then click Add Condition.
At last, click on the Finish button.
4. Now, the data export will start, and after it is completed, the CSV viewer of data loader will display the extracted data. Here, click on the button View in external program.
5. Now, in the CSV file, keep the lead records that you have to delete and remove the rest. After this, save this CSV file in your system, where it can be accessed by the data loader.
6. Open the data loader and click on the Delete button.
7. In this step, select the data object Lead, then select the CSV file we created in the above step. After this, click on the Next button.
8. Now, the data loader will initialize the uploaded CSV file. Here, click on the OK button.
9. Map the object field ID to the CSV column ID and click on the Create or Edit a Map, then click on the Auto-Match field to Column or drag the object field ID to the column mapping.
After mapping, click on the OK button, then click Next.
10. In this step, select the location for the success and error files to be accessed later. At last, click the Finish button.
11. As we click on the Finish button, a warning message regarding the data deletion operation will appear on the screen. Click the Yes button to proceed.
12. Now, the data operation will start, and after it is completed, a dialog box will display the number of successes and errors that occurred in the data operation.
In this example, we got the successes without errors, which means we have successfully deleted the records.
In the CSV file, we can see the status of the deleted leads.
We can also cross-check the deleted leads by searching for those records in the leads tab. Otherwise, we can view them in the Salesforce Recycle bin.
Following the above steps, we can Mass delete the Leads in Salesforce using a data loader.
Conclusion
In Salesforce, Lead management is crucial to streamlining Sales processes. To manage the data space in the org, leads must be deleted. By following the above steps, you might have understood the process of Mass deleting leads in Salesforce.
We can also follow the same procedure to mass delete the records of other Salesforce objects like Accounts, Opportunity and Contacts.
You may like to read:
- How to Import Order Products with Data Loader in Salesforce
- How to Mass Delete Opportunities in Salesforce using Data Loader
- How to Deactivate Standard Products in a Standard Price Book via Data Loader in Salesforce
- How to Delete Custom App in Salesforce?
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
