Mass delete Salesforce Campaign Members

Phase 1: Back Up Your Data (Highly Recommended)

Because Data Loader permanently alters your live Salesforce data, you should always create a backup before performing mass deletions. This gives you a safe copy of your original list just in case you make a mistake.

1. Launch Data Loader and click the Export button.

2. Log in using your Salesforce credentials.

3. Check the box for Show All Salesforce Objects and select Campaign Members.

4. Click Next.

5. Choose Select all fields to retain a complete historical record.

6. Do not add any filters (you want to back up everything). Follow the prompts to complete the export and save this CSV file somewhere safe on your computer.

Phase 2: Prepare Your Deletion File

Now that your data is backed up, you need to create a specific CSV file that contains only the Campaign Members you want to remove. The only column you strictly need for this file is the Campaign Member ID.

There are two ways to get this file:

Option A: Run a Salesforce Report

1. In Salesforce, run a standard Campaign Members report.

2. Filter the report to only show the members you want to remove.

3. Ensure the Campaign Member ID column is added to the report.

4. Export the report as a Comma Delimited (.csv) file.

Option B: Export via Data Loader

1. Launch Data Loader and click Export.

2. Choose the Campaign Members object.

3. Select the ID field (this is the Campaign Member ID).

4. Use the filter section to isolate the exact campaign (e.g., CampaignId equals [Your Campaign ID]).

5. Complete the export to generate your targeted CSV file.

(Crucial Validation: Open this CSV file in Excel and review it. Every single row in this file will be deleted from the campaign in the next step!)

Phase 3: Execute the Mass Delete

In this final phase, you will feed the targeted CSV file you created in Phase 2 back into Data Loader to execute the deletion in your live Salesforce environment.

1. Launch Data Loader and click the Delete button.

2. Log in with your Salesforce credentials.

3. Check Show all Salesforce objects and choose Campaign Members.

4. Click Browse and select the targeted CSV file you prepared in Phase 2. Click Next.

5. Click Create or Edit a Map.

6. Drag the ID field down to map it to the Campaign Member ID column from your CSV file. Click OK, then click Next.

7. Select a folder on your computer where Data Loader can save the final success/error logs, and click Finish.

8. A warning will appear reminding you that this will alter your live Salesforce data. Click Yes to proceed.

Data Loader will now process the file and sever the links between those Leads/Contacts and the Campaign in your live Salesforce org.

Note: The deletion will remove each Contact or Lead from the associated Campaign by deleting the Campaign Member record. It does not delete the actual Contact or Lead record.

See Also:

How to Add 'Remove All Members' Button on Campaign Members List