How To Perform Bulk Data Cleanup In Salesforce
Here’s a quick overview of how to perform bulk data cleanup in Salesforce:
- Access Setup using the gear icon in the upper-right corner.
- Enter "Mass Delete Records" in the Quick Find search box and select it from the results.
- Choose the type of records you want to remove (such as Leads, Contacts, or Opportunities).
- Specify your deletion criteria:
- Use the Search function to locate matching records
- Select individual records or use the "Select All" option
- Apply filters to target specific records (for example, find leads marked as "Unqualified")
- Review the associated data that will be deleted along with your selected records.
- Click Delete to permanently remove the selected records.
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