Then remove the rows at the bottom of the file that have the Salesforce report information.ĭelete the report information on bottom of Excel Once you have the records you’d like to delete on your report, click the “Export Details” button and then open the report in Excel. The only column you need in the report is the Lead ID field (Record ID). In this example we’re going to grab a handful of Lead records. The easiest way to prepare a file to delete records is to write a report to get the subset of records you’d like to delete. To get started you can get the Data Loader through Setup > Administration Setup > Data Management > Data Loader and learn how to login here. What if you need to delete Campaign Members or records in a Custom Object – you need the Data Loader! Additionally the Mass Delete wizards only allows you to delete Accounts, Contacts, Leads, Activities, Cases, Solutions, and Products. If you need to delete thousands of records, that’s just not going to cut it. You have the option of using the Mass Delete wizard that comes with Salesforce found in Setup > Administration Setup > Data Management > Mass Delete Records, but that limits you to deleting only 250 records at a time. Maybe you performed an import incorrectly that you need to blow out, or free up some storage space in your org by purging some old junk records. ![]() ![]() Continuing our little series on Data Loader basics, let’s look at deleting records.
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