Quick summary
This demo shows how to delete a quote in Salesforce using the Setup menu and Quote Templates. The process takes just a few clicks and permanently removes the selected quote from your Salesforce org.
Steps
- Click the gear icon at the top right of the Salesforce dashboard to open settings.
- Select Setup or Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Quote Templates.
- Select the quote you want to remove, then click the Delete button next to it.
- Confirm the removal — the quote has been successfully deleted.
