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Update and delete 'recurring' Activities with Data Loader

Fecha de publicación: Apr 3, 2026
Descripción
The steps outlined below are only applicable for recurring Activities created in the Classic interface.

The Data Loader can be used to update or delete Recurring Tasks and Events in your organization. 
Solución

To update or delete recurring Activities (Tasks or Events) in bulk using Data Loader, you must first identify the parent (master) activity ID for each recurring series, then export and modify or delete those parent records. Changes to the parent automatically cascade to all child activities in the series.

Export All Activities from Data Loader


In order to modify or delete Tasks and Events that are part of a recurring series, you need to modify the master or parent activity in the series. To get started with this process, download a list of all of the events or tasks in the series. 
 
  1. Log into Data Loader and select Export All. 
  2. Select Task or Event, depending on which type of Activity you're deleting or updating.
  3. Enter the name for your export and select its location (make sure the file extension is saved as a .csv file).
  4. Click Next.
  5. Select ID, OwnerID, and RecurrenceActivityID.
  6. Add your Where clauses (Filter Criteria) and click Add Condition. **This will differ each time depending on the records you want to download (For example, update or delete only from specific Owner, Related To, or Date/Time)
  7. Click Finish.
  8. Open your extracted file.

 

Identify Unique Parent Activity IDs in Excel

 

Once you have this export, use the RecurrenceActivityID column to identify the unique parent Activity ID for each series. Open the file in MS Excel or other applicable spreadsheet program and follow the steps below.
 
  1. Select the RecurrenceActivityID column and click Remove Duplicates from the Data tab.
  2. Select Continue with the current selection and click Remove Duplicates.
  3. Click Ok.

 

Export and Update or Delete Parent Records

 
After the duplicates have been removed, the RecurrenceActivityID column should a single unique ID that identifies the parent activity record for each series. These IDs can be used to export those parent records, which can then be updated or deleted with Data Loader. When you update the parent record, all of the subsequent recurring Activities (the children) will automatically update. 
 
  1. Repeat steps 1 through 4 above to begin your new export.
  2. Select the ID and any other fields that need to be be updated. 
  3. When you select the fields, the generated query should look something like: 

    Select Description, Id, Subject FROM Event 
    Select Description, Id, Subject FROM Task 
       
      Add the following WHERE clause using the IDs found in the original export above: 
       
      WHERE id IN ('First ID','Second ID','LastID')
       
    • Complete the prompts to download the file. You'll be able to use this file to edit and delete the activities records as normal in Data Loader. 

    Notes: 
    • Be sure your last ID does not have a comma after the last single quote.
    • If you have a large amount data that you’re backing up, you may want to just export everything using OwnerID, AccountID.
    • When updating or deleting recurring Activities, always set your Batch Size to 1 and make sure Bulk API is not enabled.
    • Status Fields on a recurring task (where IsRecurrence is set to True) cannot be modified.
       
    Número del artículo de conocimiento

    000386223

     
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    Salesforce Help | Article