Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Delete Quick and Custom Actions

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Life Sciences

Delete Quick and Custom Actions

Remove Quick Actions and Custom Actions to keep only the actions users need.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To delete actions: Life Sciences Commercial Admin
  1. From Setup, open Developer Console.
  2. In the Query Editor, select Tooling API, and then run the appropriate Salesforce Object Query Language (SOQL) query to fetch the actions you want to delete.

    For Quick Actions:

    SELECT Id, IsOrgLevel, DeveloperName, LifeSciConfigCategory.Category
FROM LifeSciConfigRecord
WHERE LifeSciConfigCategory.Category='QuickAction'
AND IsActive = true

    For Custom Actions:

    SELECT Id, IsOrgLevel, DeveloperName, LifeSciConfigCategory.Category
FROM LifeSciConfigRecord
WHERE LifeSciConfigCategory.Category='CustomAction'
AND IsActive = true
  3. In the query results, select the row you want to delete.
  4. Click Delete Row, and then click Yes to confirm.
    To turn off the action instead, set the Active field to false.
  5. Generate a new metadata cache from the Admin Console.

See Also

 
Loading
Salesforce Help | Article