Delete Multiple Records and Reports
- We strongly suggest you run a report to archive your information and export your data weekly. See Export Backup Data from 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.
- Specify conditions that the selected items must match, for example, “State equals California.”
- If you’re deleting accounts, specify whether you want to delete accounts with attached closed/won opportunities or attached opportunities owned by others.
- If you’re deleting products, select Archive Products if you also want to delete products that are on opportunities. This option:Deletes products that are not on opportunities and moves them to the Recycle Bin. Archives products that are on opportunities. These products are not moved to the Recycle Bin and cannot be recovered.To delete only those products that are not onopportunities, do not select Archive Products. Selected products that are onopportunities remain checked after the deletion to indicate that they were not includedin the deletion.
- Deletes products that are not on opportunities and moves them to the Recycle Bin.
- Archives products that are on opportunities. These products are not moved to the Recycle Bin and cannot be recovered.
- To find records that match, click Search and select the items you want to delete. To select all currently displayed items, check the box in the column header.
- To permanently delete records, selectPermanentlydelete the selected records.Important Selecting this option prevents you from recovering the selectedrecords from the Recycle Bin.
- Click Delete. If you did not select Permanentlydelete the selected records, deleted items are moved to the Recycle Bin.