Loading

How to delete Salesforce CPQ Record Jobs to free up Data Storage

Publiceringsdatum: Sep 23, 2025
Beskrivning
If data storage is at or above capacity consider deletion of Record Jobs. Older records and records with a Completed job status can be deleted. A Record Job is created when a record initiates an Apex Job. The record job serves as a link representing the mapping between the initial record to the Apex Job it created. An example of this is when the quote generates a quote document. This action triggers the QuoteDocumentService Apex Job, and the Record Job it creates will link the Quote to the QuoteDocumentService. 

The Record Jobs object, by default, is not exposed to users and creating a custom tab for the object (SBQQ__RecordJob__c ) will be required to access and delete these records. The status of a Record Job indicates the last known status of a quote, contract, document generation, or order calculation process. If data storage is at or above capacity, record jobs with the Completed status may be deleted to mitigate storage constraints. See this article here for more information about Record Jobs.
Lösning

It is part of Salesforce CPQ best practices to only delete Record Jobs whose Job Status is Completed. Follow these steps on how to access and delete these records: 

1. Expose Record Job Object by creating a custom tab for Record Jobs:

  1. Setup 
  2. Tabs > New
  3. Record Jobs
  4. Tab Style > Select icon and color scheme
  5. Append tab to users’ existing personal customizations***
  6. Save


2. Delete any Record Jobs whose Job Status is Completed:

  1. To view Record Jobs, access the Record Jobs tab to see a list view of records.
  2. Customize or create a list view to display fields you wish to view, and include Job Status.
    1. Filter the list view for Job Status = Completed
  3. Delete Record Jobs that are Completed 

Note: Record Jobs should be a tool used by admins only. Work with your Salesforce Admin to determine which items to delete and how best to complete a mass deletion of records jobs.
Knowledge-artikelnummer

000381058

 
Laddar
Salesforce Help | Article