How to Mass Delete Records in Salesforce

In this Salesforce tutorial, we will learn how to mass delete records in Salesforce. Also, we will understand the steps of mass deleting the records in Salesforce Lightning and the steps of mass deleting the records in Salesforce Classic.

While working with Salesforce, I got a task where I need to mass delete records in Salesforce. To fulfill this requirement I use my mass delete record feature of Salesforce which is present under the data management tab of both the edition Salesforce Lightning and Salesforce Classic.

If you want to learn how to mass delete records in Salesforce Lightning and Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Mass Delete records in Salesforce
• How to mass delete records in Salesforce Lightning
• How to mass delete records in Salesforce Classic

Mass Delete records in Salesforce

In Salesforce mass delete records is defined as a method that permits the users for deleting the records and cleaning up the data and delete duplicate records. This can prevent the data from traffic and the data should be neat and clean.

For implementing the mass delete in Salesforce we can select the records we want to delete and click on the delete button that is present under the records.

After clicking on the delete button, Salesforce will ask us to permanently delete the record because once the record is permanently deleted we cannot recover it again. So this is necessary to make sure that the record we are deleting the correct records or not before preceding further.

The mas delete records in Salesforce can be implemented on a variety of records like leads, accounts, contacts, cases, solutions, products, reports, and activities. This method can help the user for saving their time, smooth the data management process, and also be helpful in large and complex datasets.

Lowe’s is a USA-based company that creates records related to retail and the company wants to delete the mass record from their records like accounts, contacts, cases, solutions, products, reports, and activities and these records might be deleted for some time, or permanently. Let’s see how to mass delete the records in Salesforce.

With this, we have learned Mass delete records in Salesforce. Now, let’s move further and see how to mass delete records in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

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How to mass delete records in Salesforce Lightning

Here we are mass deleting records in Salesforce lightning. If you want to learn how to mass delete records in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

Step-2: After clicking on the setup option, the setup page is open. There is Quick Find Box on the left side, enter the Mass Delete Records in the Quick Find Box and the Mass delete record comes at the top. Click on the Mass delete records.

Step-3: After clicking on the Mass Delete Records option, the mass delete records page is open. And here you can see that mass delete records are present like Mass Delete Accounts, Mass Delete Leads, Mass Delete Contacts, Mass Delete Cases, Mass Delete Solutions, Mass Delete Products, and Mass Delete Records.

From all of these records select one of the records and here we are selecting the Mass Delete Leads.

Step-4: After selecting the Mass Delete Lead, the Mass delete leads page is open. Here the first step is to review what will happen when we are deleting the mass delete our leads.

If we are deleting all the activities that are associated with leads. Once the data is deleted it will be moved to the recycle bin.

The second step is to strongly advise to request and receive a weekly export of our data before running mass delete. The third step is to find the leads and match the criteria. Here we are choosing the Lead Status which is equal to open-Not Conacted.

Step-5: After finding the leads and entering the leads in the fields. Click on the search option that is present under the Find leads that match the following criteria section.

Step-6: After clicking on the search option, under the permanent delete section the records are seen that will match the criteria. Select the records which you want to mass delete. Here we are selecting the five records that we don’t need and then click on the delete option that is present above the records.

Step-7: After clicking on the delete option, you can see that the record that we selected for the mass deletion and deleted successfully. After refreshing the page the deleted records are not shown on the screen.

In this way, we have learned how to mass delete records in salesforce lightning. Further, we will learn how to mass delete records in Salesforce Classic.

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How to mass delete records in Salesforce Classic

Here we are mass deleting records in Salesforce Classic. If you want to learn how to mass delete records in Salesforce Classic follow these steps:

1: First Login to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture.

 Under the profile picture, there is an option to switch to Salesforce Classic. Click on it. The Salesforce classic edition is open. Go to the setup option, and click on the setup that is present near the profile picture.

2: After clicking on the setup, the setup page of the Salesforce classic edition is open. Now enter the mass delete records in the Quick Find Box, and the Mass delete records is comes at the top and it is present under the Data management. Click on the mass delete records.

3: After clicking on the Mass Delete Records option, the mass delete records page is open. And here you can see that mass delete records are present like Mass Delete Accounts, Mass Delete Leads, Mass Delete Contacts, Mass Delete Cases, Mass Delete Solutions, Mass Delete Products, and Mass Delete Records.

From all of these records select one of the records and here we are selecting the Mass Delete Accounts.

4: After selecting the Mass Delete Accounts, the Mass Delete Accounts page is open. Here the first step is to review what will happen when we are deleting the mass delete our Accounts.

If we are deleting all the activities that are associated with Accounts. Once the data is deleted it will be moved to the recycle bin.

The second step is to strongly advise to request and receive a weekly export of our data before running mass delete. The third step is to find the leads and match the criteria. Here we are choosing the Account Owner Alias which is equal to VGano.

5: After finding the leads and entering the Accounts in the fields. Click on the search option that is present under the Find Accounts that match the following criteria section.

After clicking on the search option, under the permanent delete section, the records are seen that will match the criteria. Select the records which you want to mass delete.

6: Here we are selecting the three records that we don’t need and want to delete these multiple records at a single time and then click on the delete option that is present above the records.

7: After clicking on the delete option, you can see that the record that we selected for the mass deletion and deleted successfully. After refreshing the page the deleted records are not shown on the screen, only the records are shown that are not deleted.

This is how we have learned how to mass delete the records in Salesforce Classic.

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Conclusion

In this tutorial, we have learned Mass delete records in Salesforce. We have also discussed how to mass delete records in Salesforce Lightning as well as Salesforce Classic.

That provides us with a simple procedure for mass deleting records like Mass Delete Accounts, Mass Delete Leads, Mass Delete Contacts, Mas Delete Activities, Mass Delete Cases, Mass Delete Solutions, Mass Delete Products, and Mass Delete Records.

And in addition to this, the following are the topics that we have discussed:

• Mass Delete records in Salesforce
• How to mass delete records in Salesforce Lightning
• How to mass delete records in Salesforce Classic

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