If you have previously imported rented marketing lists, you will most likely need to remove the rented records after a certain time. This is a process that we recommend is performed by a Salesforce System Administrator as deleting records from the database must be done very carefully.
We recommend you run a report, and include the Salesforce 18 digit record ID, which is required to delete records, and any identifiers for the list, eg. the Lead Source field, and export the report to .csv. You can then pass this file on to your Salesforce system admin.
The system admin can then utilize the Salesforce Data Loader to delete these records.
Please refer to Trailhead for instructions on how to install Data Loader on Mac or Windows.
Once installed, open Data Loader and log in to the correct org, then select Delete.
When prompted select Password Authentication.
Enter your username, password, use https://login.salesforce.com for the Salesforce Login URL, then click Log in.
Once verified, click Next.
From the Select Salesforce Object list, select Contact.
In the Choose a target for extraction text box, enter the name of your CSV file, e.g. Purge Rented Contacts.csv.
Rename the file to be extracted and save it to your desktop. Note: All file names default to extract.csv.
Renaming files prevents losing or overwriting them.
Click Browse…
Click OK at the Initialization message.
Click Create or Edit a Map.
Click Auto-Match Fields to Columns. You should only map the ID field.
If it doesn’t auto map, you can click and drag it from the top box to the bottom box to your ID column.
Click OK, then click Next.
Lastly, Save the Success and Error files to your desktop.
Once the confirmation screen is shown, your records will have been moved to the Salesforce Recycle Bin, where it will be permanently deleted after a set number of days.
Comments
0 comments
Article is closed for comments.