Delete Multiple Records and Reports
You can delete multiple reports or records at the same time.
Required Editions
| User Permissions Needed | |
|---|---|
| To mass delete data: | Modify All Data |
The record types you can mass-delete include cases, solutions, accounts, contacts, leads, products, and activities.
Here are some ways that mass delete is handy.
- You’ve identified multiple reports that are no longer used and you want to unclutter the list of reports on the Reports tab.
- You imported your leads incorrectly and you want to start over.
- A user who recently left your company had contacts that were duplicates of other users’ data and you want to delete these duplicate contacts.
- You used to enter leads as accounts with the Type field set to
Prospect. You now want to convert these accounts into leads.
Tip Run a report of these accounts, export it to Excel, and then use the Import Leads wizard to import the data as leads. Then using mass delete, select accounts as the record type to delete and enter Type equals Prospect to locate all accounts you want to delete. - You want to delete all the leads that have been converted for your org. Select the lead record type, enter Converted equals 1 for the search criteria, and then click Search.
- You want to clean up web-generated leads that were created incorrectly or delete accounts and contacts with whom you no longer do business.
- We strongly suggest you run a report to archive your information and export your data weekly.
- 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.
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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. It also 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 on opportunities, don't select Archive Products. Selected products that are on opportunities remain checked after the deletion to indicate that they were not included in the deletion.
- 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, select Permanently delete the selected
records.
Important Selecting this option prevents you from recovering the selected records from the Recycle Bin. - Click Delete.
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