Salesforce: How to Mass-Delete Lead Records - dummies

Salesforce: How to Mass-Delete Lead Records

By Tom Wong, Liz Kao, Matt Kaufman

Periodically, be sure to delete records that are unqualified or of no value to your company. You must be an administrator to mass-delete records.

Some companies add a To Be Deleted value to their Lead Status field to denote garbage. Then, periodically, the administrator deletes those records.

If you want to delete multiple records at a time, follow these steps:

  1. On the Leads home page, click the Mass Delete Leads link below the Tools heading.

    A Mass Delete Leads page appears, including a three-step deletion wizard.

  2. Review the steps and then type the search criteria for the leads that you want to delete.

    For example, if you want to delete unqualified leads, enter a filter in which Lead Status Equals Unqualified.

  3. Click the Search button.

    The page reappears, displaying your results at the bottom of the page.

  4. Select all records or just the records that you want to delete by selecting the appropriate check boxes.

    To select all the search results for deletion, click the Select All link at the top of the list.

  5. Click the Delete button after you complete selecting the records for deletion.

    The search results are updated to omit the record(s) you deleted.

When deleting records, always be cautious, but don’t overly stress out. When you delete records, that information is placed in your Recycle Bin, and you can access as many as 5,000 records for 30 days. To undelete a record, click the Recycle Bin link on your sidebar, find the record, and undelete it. Then, count your blessings and breathe into a paper bag until the panic attack subsides.