Mass Delete in Salesforce

Share this post -

BLOG
delete

In setup, then in the Quick Find box, type Mass Delete Records, then click Mass Delete Records and the link for the type of record you want to delete. Check the records’ deleted data for accuracy. And there you go, you’ve just deleted Salesforces data in bulk.

Step by step instructions on how to mass delete records in Salesforce

It wasn’t until recently that Salesforce offered the ability to mass delete records.  While we are thankful that this option is now available, it does come with some limitations.  In order to mass delete, you must have permission to “modify all data,” and you are only able to delete a maximum of 250 at once.  If you are not set as an Admin, you may not have the ability to delete records with associates cases or partner accounts.

With those caveats out of the way, let’s move on to the juicy details of how to mass delete records in Salesforce.

Step 1 – Click “Your Name” -> Setup -> Data Management -> Mass Delete Records.

Step 2 – Choose the record type you wish to delete. Keep in mind some record types may not be deleted. (See article intro)

Step 3 – Specify conditions for selected items, such as “State equals New York” or “City equals Toronto.”

Step 4 – If you wish to delete archived products, or products on opportunities, check the options appropriate to these actions now. If you wish to delete accounts with other attached accounts or closures etc., check the appropriate boxes.

Step 5 – Click “Search” to find the matches based on your criteria

Step 6 – Select the boxes next to the item you wish to delete, or optionally, the header box to select all.

Step 7 – Select “Permanently Delete” to permanently remove these records. Be sure to double-check everything before moving to step 8.

Step 8 – Click “Delete”. If you did not take action in step 7, these would be moved to the recycle bin. Otherwise, they will cease to exist now.

That’s it, nice and easy.  But, remember to be careful with mass delete; it can have permanent consequences.

Need Help with Salesforce - Contact Us

Bhavuk Sood

Digital Marketing Specialist
Bhavuk is a Digital Marketing Specialist with over 7 years of experience in digital marketing & customer service in the B2B industry. He has a Bachelor in Computer Applications in India, as well as a diploma of Computer Networking from Herzing College in Montreal. Bhavuk is a specialist in SEO, SEM, CRO, Lead Generation & Email Marketing. He’s certified in Google Analytics, Hubspot Social Media, Edureka Apache Solr, and Google Ads. He’s the go-to person for any PowerPoint presentations and…

Reach us

Discover the Big Bang unbiased consultative approach with expertly trained and well-versed cloud specialists.

fevicon
fevicon
fevicon
fevicon

How does your organization stack up?

Take the Big Bang 360° Business Assessment to uncover opportunities concerning your people, processes, or technology.

Mass Delete in Salesforce

Complete the form to download your workbook today.

Become the master of your organization’s business systems – without a headache.

Mass Delete in Salesforce

Complete the form to download your workbook today.

Become the master of your organization’s business systems – without a headache.

Why are you contacting us today?

A Big Bang representative will contact you within 24-hours.

CERTIFICATIONS