Can you mass delete activities in Salesforce?

You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader.

How do I mass delete notes in Salesforce?

Mass Delete attachments using Data Loader

1. Take the original Data Export file called “Attachment.
2. Remove all rows/attachments that you do not want to delete.
3. Remove all columns except Id.
4. Save the modified CSV as delete_attachment.
5. Login to Data Loader.
6. Select the Delete option.

How do I delete multiple tasks?

Delete multiple tasks Shift-click to select the desired tasks, then right-click to access the context menu and click Delete tasks.

How do I mass update tasks in Salesforce?

To use the Mass Update button:

1. Go to your Activities views or the Tasks Object in the App Launcher.
2. Select the activities list view you want to update.
3. Click Mass Update.
4. The fields you are able to update will all appear on this page.
5. Make your changes.
6. Click Submit.

How do I clean up storage in Salesforce?

Option 1: Clean Up Unnecessary Data MANUALLY Salesforce’s Mass Delete Wizard – This is the native/web-based deletion wizard for Salesforce. Go To Setup>Mass Delete Records to access the tool. This wizard will allow you to delete Accounts, Leads, Activities, Contacts, Cases, Solutions, Products, and Reports.

How do I empty a file storage in Salesforce?

To delete the file from Chatter, Salesforce CRM Content, and all locations where it’s been shared, click the file name on the Libraries, Content, or Subscriptions tab. From the content details page, click Edit | Delete Content to delete the file.

How do I mass delete custom records in Salesforce?

Salesforce: Mass Delete Records for Custom Object

1. From Setup, click Create | Objects.
2. Click an object name to go to the object’s detail page and click Truncate.
3. In the Confirm Custom Object Truncate window, review the warning and then enter the object name of the object to truncate in the text box provided.

How do I select multiple tasks?

1. Press Ctrl (Windows) or Cmd (macOS) and click on tasks to select them. To select a range of tasks, hold the Shift key. Selected tasks will be highlighted.
2. From the menu that appears at the top, select the action you want to perform: Click Schedule to schedule all selected tasks.

How do I delete multiple tasks in planner?

Right click on a task ID belonging to the multiple selection, and from the contextual menu choose Delete Task. As a result, the two selected tasks will be removed from the project, and the below tasks will have their IDs renumbered.

How to mass delete a list in Salesforce?

Great tool for bulk deletion! Select any number of records and delete all of them with a single click. Contained in this package are 10 custom list buttons. Simply add them to the appropriate list view or related list on a page layout.

How to make a mass update in Salesforce?

Step 1: Goto Setup | Leads/Contacts/Accounts/Opportunities | Button and links | Goto Mass Edit or Mass Update button and copy our code. Step 2: Goto your Custom Object | Create a Mass Edit/Update Button (List view & on click javascript type) and paste our code.

How to get rid of duplicates in Salesforce?

CATEGORIES Data Cleansing The all-in-one solution for deduplication: find and merge duplicates in and across leads, contacts, accounts and all other (custom) objects. Prevent duplicates on manual entry, import and API insert. No data transfer – Duplicate Check is 100% native.

Is there a free trial of Salesforce labs?

Click GET IT NOW for a FREE TRIAL. CATEGORIES Admin & Developer Tools , Salesforce Labs Use this package to configure the officially supported Salesforce and Chatter applications as Connected Apps in your organization. This package is usually pre-installed in your organization, but is available here in case you need to reinstall it.