Delete Personally Identifiable Information (PII) from Sales Account Research Results

Use Salesforce Object Search Language (SOSL) and Apex queries to find and delete Account Research results containing PII.

STEP 1: Use a SOSL query to preview Account Research results containing PII.

• From the Setup menu (Gear icon), Select Developer Console
• Select Query Editor
• To collect record IDs that have PII, paste this query into the Query Editor, replacing ‘specific_keyword’ with the PII you are searching for. Then, click Execute.
  • FIND {specific_keyword} IN ALL FIELDS RETURNING AiResearchPromptResult(Id, ReferenceRecordId, LatestResult)
  • This image shows the developer console window, with the SOSL query to execute.
    • 
  • Running this query allows you to preview the records that you will delete in Step 2

STEP 2: Use an Apex query to find and delete Account Research results

• From the Setup menu (Gear icon), Select Developer Console
• Select Debug > Open Execute Anonymous Window
• Paste this query into the Enter Apex Code window, replacing ‘specific_keyword’ with the PII you want to delete. Then, click Execute.
  • • 
      

      // Define the keyword you are searching for (a string)
      String keyword = 'specific_keyword'; // Replace with your desired keyword
      
      // Build the search term with wildcards for partial matching
      String searchTerm = '*' + keyword + '*';
      
      // Execute an inline SOSL query using the bind variable for the search term
      List<List<SObject>> searchResults = [
          FIND :searchTerm IN ALL FIELDS RETURNING AiResearchPromptResult(Id)
      ];
      
      // Extract the AiResearchPromptResult records from the SOSL results
      List<AiResearchPromptResult> resultsToDelete = (List<AiResearchPromptResult>) searchResults[0];
      
      // Check if any records are found
      if(!resultsToDelete.isEmpty()) {
          // Delete the records
          delete resultsToDelete;
          System.debug(resultsToDelete.size() + ' records deleted.');
      } else {
          System.debug('No records found with the specified keyword.');
      }

  • This image shows the developer console window, with the Apex query to execute:
    •