How to Delete Records in Salesforce

Quick summary

Deleting records in Salesforce is a straightforward process that works for individual records like Accounts, Contacts, or Opportunities and also supports bulk deletion via List View. Users can remove unwanted data in just a few clicks using the record's dropdown menu and confirming the action through a pop-up dialog.

Steps

1. Open the tab that contains the record you want to delete, such as Accounts, Contacts, or Opportunities.
2. Select a record, then open the dropdown menu on the right side.
3. Choose 'Delete' from the available options.
4. Click 'Delete' to confirm the deletion.
5. Use the List View to delete multiple records at once.
6. Click 'Delete' to confirm the bulk deletion.
7. A pop-up notification will appear confirming your action.