How to Delete a Case in Salesforce

In this salesforce tutorial, we will discuss, how to delete a case in salesforce. I will also show you, how to delete case data in salesforce.

Recently, I was working in Salesforce, where we got a requirement to delete a case in Salesforce. So, in this blog, I will also explain, how to close the case in Salesforce.

• How to delete a case in salesforce
• How to delete a case in salesforce lightning
• How to delete a case in salesforce Classic
• How to delete case data in salesforce
• How to delete multiple cases in salesforce

How to delete the case in salesforce

As we know a case in Salesforce is the substructure of the service cloud and it is used to trace customer injuries and issues.

Now let’s understand how to delete the previously created case with the help of a scenario.

Suppose, there is a Fannie Mae company that is based in Washington, USA. They previously created some cases and the cases they created are closed. Now they want to delete the cases that they were previously created because the issues of those cases are resolved.

So, let’s see how they are deleting the case. If you want to learn how to delete the case in salesforce follow these steps:

• Login into the salesforce account, click on the App Launcher then click on the sales that are present inside the App Launcher.
• After clicking on Sales, there is a nav bar where all the objects are present. Here we are selecting the case object.
• After selecting the case object, the case object page is open where all the cases in salesforce are present
• Click on the drop-down option of one of the created cases in salesforce. There is three option edit, delete and change owner.
• Click on the delete option. The delete dialogue box is open.
• Click on the delete button. After clicking the OK button you can see that the case is deleted.

Now, let’s move ahead and see how to delete a case in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read How to Close a Case in Salesforce

How to delete the case in salesforce lightning

Now we see how to delete the case in salesforce lightning. So for this, login into the salesforce lightning account.

So, if you want to learn how to delete the case in salesforce lightning follow these steps:

Step-1: Login into the salesforce account, click on the App launcher, and then search the sales in the Quick Find Box after that click on the Sales that is present inside the App launcher.

Step-2: After clicking on Sales, there is a nav bar where all the objects are present. Here we are selecting the case object.

Step-3: After selecting the case object, the case object page is open where all the cases in salesforce are present.

Step-4: Click on the drop-down option of one of the created cases in salesforce. There is three option edit, delete and change owner. Click on the delete option. The delete dialogue box is open then again click on delete.

Step-5: After clicking the delete button you can see that the case is deleted. The case is not present in the cases recently view page.

This is how we understand how to delete the case in salesforce lightning. Further, we will learn how to delete the case in salesforce Classic.

Read How to Add Validation Rule for Text Field in Salesforce

How to delete the case in salesforce Classic

Above we are deleting the case in salesforce. Here we are deleting the case in salesforce classic. So, if you want to learn how to delete the case in salesforce follow these steps:

Step-1: Login into the salesforce classic account, then click on the setup and select the case object that is present in the nav bar.

Step-2: After clicking on the case, the cases page is open and in the cases page there are a lot of cases. Click on one of the cases which you want to delete.

Step-3: After selecting the case, the selecting case page is open. Click on the delete option that is present beside the edit option.

Step-4: After clicking on the delete option, you can see that the case which we are deleting is not shown on the recently viewed page. This means the case is successfully deleted.

In this way, we understand how to delete the case in salesforce classic. Further, we will learn how to delete the case data in salesforce.

Read How to Export a Report in Salesforce

How to delete the case data in salesforce

Here we are deleting the case with his data in salesforce. So, if you want to learn how to delete the case data in salesforce classic follow these steps:

Step-1: Login into the salesforce account, click on the App launcher and then search the sales in the Quick Find Box after that click on the Sales that is present inside the App launcher.

Step-2: After clicking on Sales, there is a nav bar where all the objects are present. Here we are selecting the case object.

Step-3: After selecting the case object, the case object page is open where all the cases in salesforce is present. Inside this case there is contact name as John Willms, the account name as USAtheron42, status, priority, and case origin are present.

If we delete the case the whole data of case is also deleted. Click on the drop-down option of one of the created cases in salesforce. There is three option edit, delete and change owner. Click on the delete option.

Step-4: After clicking on the delete option. The delete dialogue box is open then again click on delete.

Step-5: After clicking the delete button you can see that the case is deleted. The case and the case data are not present in the cases recently view page.

This is how we understand how to delete case data in salesforce lightning.

Read How to Create a Case in Salesforce

How to delete multiple cases in salesforce

Here we are deleting multiple cases in salesforce. So, if you want to learn how to delete multiple cases in salesforce follow these steps:

Step-1: Login to the Salesforce account, Go to the gear icon under the gear icon there is a Setup and service Set up option. Click on the Setup option.

Step-2: Enter mass delete records in Quick Find Box, the mass delete records option is shown. Click on it.

Step-3: After clicking on the mass delete records option, the mass delete records page is open there are so many mass delete records, Click on the Mass delete cases which deletes multiple cases at one time.

Step-4: After clicking on the mass delete cases, the mass delete records are open there are so many cases, select the multiple cases you want to delete and click on delete option.

Step-5: After clicking on delete you can see that all the cases that we selected are deleted permanently and not shown in all the cases.

So, with this, we have learned how to delete multiple cases in salesforce lightning.

Conclusion

In this tutorial, we have learned how to delete the case in salesforce, and also we have covered how to delete the case data in salesforce. This can be performed on both salesforce lightning and salesforce classic.

• How to delete the case in salesforce
• How to delete the case in salesforce lightning
• How to delete the case in salesforce Classic
• How to delete the case data in salesforce
• How to delete multiple cases in salesforce

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