All right.
In this section there we are learning about the reactive measures for data quality maintenance.
We started off understanding the usage of air quality of reports on dashboards through which begin identify
the bad data in the system.
So basically after you use those reports and dashboards you would get a good understanding about the
bad data that is there in your system.
And later on after you identify the duplicates what do we do.
The much the duplicates.
Right.
Because the data is spread across the records.
So we must the duplicates.
And then there will also be other data or meaningless data that you may want to delete.
Right.
So no.
In this video we are going to understand how do MOS delete records and says force.
So what.
Then they say MOS deletion.
Why do we need to mass delete records.
Because that is definitely an essential part of their data cleansing.
What does data cleansing data cleansing meaning removing the bad and just retaining the good right.
That does data cleansing.
So when you Mudge all your valid records there will be many valid records in your system that needs
to be deleted.
So those records we will apply must delete and delete those records.
So what on those kind of records they may be meaningless records.
Meaning say for example if your business uses a mainly phone and email to contact customers but do you
have many contact records in the system with no valid phone number or an email address.
Then obviously those records are going to be of no help to your business.
Right.
So without a means for contacting the prospect or the customer obviously and aren't going to do anything
with the records.
So those are those become meaningless records.
So those meaningless records you may want to get it off the second one is deleting fake or death records.
Say for example go to your ARG and a query for a leads our contacts our accounts with a name as best.
All right.
Or maybe you know they can have the e-mail ideas at a desk dot com or whatever.
So those are basically test or fake records that again you may want to get rid off and then the inactive
records inactive records meaning records that have had no activity for a long period of time.
So those records again they are of no use to your business.
They are just taking up space.
So even those outdated records you may want to get it off.
So basically all these kind of records you want to get rid of.
And then there are a huge number of records you would want to know how to mass delete records in sales.
So when they say mass handling of records the first thing that comes into your mind is a data order.
Right.
A data order we only does a very efficient tool for handling records in bulk.
So a four month deletion a yes a data order definitely is a very effective option.
The other option that we are going to talk about now is called Almost delete records in this is fuzzy
like go to a developer ARG and in the setup look for mass delete.
You would find that option under a data management.
Go for it then you will see all the objects which we can delete.
Using this option so we can see and must delete icons leads activities context cases Solutions products
reports.
Yeah.
And you should also know that we can must delete reports too.
All right.
And this is the place where you access that the other way of doing it is if you want to go for a call
to specifically go to the icons home page there also you will have this option must delete accounts
or if you want to go through this option.
Yes very much you can.
So here you can see the list of all objects for which you can perform mass deletion.
And it isn't the same skills you lie so very much it is user friendly for example icons go for mass
delete account.
There are various steps.
Step one step two step three step four step five so go step by step.
The first step this up pretty common for all the objects meaning first of all you have to know what
happens when this delete happens.
So here when you delete an icon what are the other actions that happen.
See this screen allows you to delete a list of four columns.
Yes the following data will also be deleted so definitely as you need to have a good understanding about
that right.
So when they delete this code what all the related records that are getting deleted I should know that.
So I go no to any good deleted all context associated with this account plus all related contacts.
So basically context and related context and all opportunities and all activities.
And once the data is deleted it should be moved to the recycle bin.
So basically it's soft delete and a step 2 is a recommendation.
I wouldn't call it as a recommendation I would say it is a mandatory practice because any time whatever
the data beat validate or beat invalid data what other data that you may delete.
Always take a backup.
Always.
We always do like B data or meditate.
Then you perform deletion because you are doing it to the production arm.
Right.
So whenever you perform a deletion please please do take them data backup.
All right so you may never know when you may need that.
So that is step 2 and then step 3 is of all the icons in your are the find the icons that you want to
delete.
So you may search by name or you may search by any other criteria.
So look at all the icons and ones you give the criteria and give such is don't all the icons that you
want to delete and select just all the icons that you want to delete and here delete iPhones that have
associated closed on won opportunities.
Yeah.
So if the icon has got an opportunity which is a closed opportunity basically are closed loft or closed
one then.
Do you want to delete those accounts.
Yes.
Check this box if no uncheck it and the step 5 is to delete account with another owner's opportunity.
Say for example I found one that is an opportunity associated when I called Opportunity one but that
opportunity belongs to a different owner.
So the system is asking if it still wants to go ahead and delete that account.
So that also depending upon how you want it to be.
Check it out and check it.
And finally the option is whether to permanently delete the records if you want to be immediately delete
data.
Yes or if you want to just have it in the recycle bin so that you can you have the option of restoring
that records then do not check it.
So these are all the steps that you need to follow for mods deleting accounts from sales files you wipe.
I know this is pretty user friendly and safe understandable.
Similarly you can also perform a mass delete for the other objects.
Let's quickly go with them must delete records first step you need to know what all the related records
that could be deleted similar to icons in this case I activities associated to the leads will get deleted.
Step two is a recommendation.
Again I would say it is a mandatory practice to take a data backup before performing deletion.
Step 3 is finding the leads and step for the system is asking you if you want to perform a soft delete
that does records will be moved to the recycle bin or a hard delete.
Meaning the records will be deleted permanently.
So what do you want to perform.
And choosing an option accordingly.
So that does for leads.
Flawed activities game.
Step one it distilling your water all the related records that could be deleted when you delete activities.
Step two is taking a data backup.
Step 3 is of finding the activity records that are to be deleted.
And finally if it's want to be a soft delete or a hard delete
context.
Step 1.
The system is telling you what all the related records that could be deleted when you delete context.
So no I think like you can see the flow offered.
Right.
So many of the steps are pretty common across the objects.
Step 2.
Again for taking a data backup step 3 is finding the right cards and then finally for the soft belly
to hard delete again four cases also all related case Goldman's activities contract.
They all were deleted and the recommendation that is still take a data backup and then to find the cases
to finally permanently delete or not and then solutions similarly
and then products here.
So if you want to mass delete products yes you can mass delete.
And then finally comes the reports.
So other than the objects one other option interesting option that we have is that reports so far as
for reports like you know you can search by the reports name are you can you can put all the reports
in a folder and then delete off that folder.
How long will you want.
So once you give the search criteria all the reports will be listed and then you need to select the
reports which all you want to be deleted.
So this is how we amass a delete of records and sales force especially from the sales files you want.
So from the Sandhills you light one for these objects basically begin mass or delete records in the
sales floors you like for other objects.
You have no other option.
You have to go for data loader or maybe any other data handler tools.
So this is how you perform mass deletion and Salesforce but then you do mass deletion of records.
Please be very careful because a data is the key to your business.
So you need to pay more attention when you delete records you need to be sure that you are deleting
the correct records because when you delete records in bulk you may not be able to validate the records
that you give the criteria.
Yes but then you may not be able to validate that a court record by record.
So please pay more attention to the criteria that is given and also the records that comes as a result
of that criteria and you want to be sure that those are the only set of records to be deleted.
And you do not delete any incorrect records and this is the reason we always inflows on data backup
prior to any mass deletion and of India talking about the mass handling of records.
I would also like to talk about that this particular app an app exchange Moss Edit Plus Moss abate as
Moss delete.
This is a free app and you know what.
This is a pretty cool app that we can use for Moss handling off records.
So do try it out but it may be of great help.
So this is how you do Moss deletion itself.
Force.