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            Delete Records from a Trending Dataset

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Delete Records from a Trending Dataset

            You can delete a user, contact, or an account from the Analytics for Insurance trending datasets.

            Required Editions

            Available for an extra charge in Professional, Performance, and Unlimited editions that have Financial Services Cloud for Insurance enabled.
            User Permissions Needed
            To delete records from datasets CRM Analytics Plus Admin and FSC Analytics Admin
            1. In CRM Analytics Studio, click Gear icon and then select Data Manager.
            2. Select Dataflows & Recipes.
            3. Under Dataflows, look for FS_INS_GDPR_Compliance_Dataflow and then click dropdown icon.
            4. Select Edit.
            5. Select the filter node and edit the SAQL filter.
            6. To delete a user,
              1. Select the Filter:DeletedUsersTrending node.
              2. In the SAQL filter string, replace NA with the username of the record you want to delete.
                Delete Users
              3. Save your changes.
            7. To delete an account,
              1. Select the Filter:DeletedAccountsTrending node.
              2. In the SAQL filter string, replace NA with the ID of the account you want to delete.
                Delete Accounts
              3. Save your changes.
            8. To delete a contact,
              1. Select the Filter:DeletedContactsTrending node.
              2. In the SAQL filter string, replace NA with the ID of the contact you want to delete.
                Delete Contacts
              3. Save your changes.
            9. Click Run Dataflow.

            After the dataflow run completes, open the FS(INS) - Insurance Policy Trending and FS(INS) - Account Trending datasets and verify if the records are deleted.

             
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