Deleting Salesforce Data
The following articles provide guidance on using Single DataLoader to delete data from Salesforce. Deletion requires a CSV file that contains the record IDs of the objects targeted for removal. Once the CSV file is prepared, the Single DataLoader can process the file and perform the deletions in bulk, ensuring accuracy and efficiency.
Step-By-Step Guide
Delete Job – Login and Select Object
From the Basic tab in DataLoader, select Create new job and choose Delete.
The Create delete process window opens, prompting users to log in and select the Salesforce Org.
Delete Job – Provide Salesforce Org Details
Enter the Salesforce Org details to establish the connection.
Provide the following fields:
Salesforce Org: Select from the available dropdown.
Environment: Specify the Salesforce environment (e.g., ProdDev, Sandbox).
Login URL: Enter the Salesforce login endpoint.
Username: Provide the Salesforce username.
Click Login and Fetch Objects to retrieve the list of objects available for deletion.
Delete Job – Select Object
Once logged in successfully, the system fetches Salesforce objects for deletion.
Use the Search bar or scroll through the list to locate the required object.
Select the target object (e.g., Contact) for the delete operation.
Click Next to proceed with field mapping.
Delete Process
Upload a CSV file for field mapping by selecting Choose File or dragging and dropping the file into the upload area.
The CSV file should contain the Salesforce record IDs of the objects to be deleted.
- Delete Process
The uploaded file’s contents are displayed with source headers and sample data.
Each column from the CSV file can be mapped to a corresponding Salesforce field.
The AutoMap feature may be toggled to automatically match source headers with Salesforce fields.
Once mapping is complete, select Next to proceed with scheduling or executing the delete process.
Delete Process
From the Schedule step of the delete process, select the desired scheduling type.
By default, No Schedule is selected, meaning the process will run only once when executed.
Alternative scheduling options (Daily or Weekly) can be chosen to automate recurring delete operations.
- Delete Process
When Daily is selected, define the scheduling start date and time.
Choose whether the delete process should run at a specific time or at a fixed time interval.
Select when the scheduling should end:
Never (continues indefinitely),
After X occurrences, or
On a specific date.
This configuration enables recurring daily deletion of records as per the defined schedule.
- Delete Process
When Weekly is selected, specify the scheduling start date.
Select the desired day(s) of the week for the delete process to run.
Enter the time of execution for the scheduled deletion.
Choose when the scheduling should end:
Never,
After X occurrences, or
On a specific date.
This option is suitable for weekly recurring delete processes aligned with business or operational cycles.
Delete Process
From the Process Details step, review the configuration summary, including the object name, type of operation, and the number of records selected for deletion.
Input a Process Name.
Optionally, assign the process to a Job Group for easier categorization and tracking.
Enable the Hard Delete Records option to permanently remove the records from Salesforce.
If enabled, records will not be moved to the Recycle Bin and cannot be restored.
This action should only be used when permanent deletion is necessary.
Once all details are confirmed, select Save to finalize the delete process configuration.
Clicking on "Save" will redirect the flow to the "DL Job List" page.
The job list can be refined by applying the available filter options, allowing quick access to specific jobs based on defined criteria.
Job Management
From the Dataloader – Basic page, locate the list of available jobs.
Use the Job name search field to quickly filter and locate a specific job.
Enter the job name or partial keywords to narrow down the list of displayed results.
Job Management
From the Dataloader – Basic page, filter jobs by selecting a Job type.
Available job types include Extract, Insert, Update, Upsert, and Delete.
Choosing a job type narrows the displayed list to only jobs of the selected category.
Run Delete Job
From the Dataloader – Basic page, select Run under the Actions column for the required job.
Edit Delete Job
From the Dataloader – Basic page, select the ellipsis (⋮) for a job.
Choose Edit to modify the job configuration.
Schedule Job
From the Dataloader – Basic page, select the ellipsis (⋮) for a job.
Choose Schedule to configure or modify the job schedule.
Delete Job
From the Dataloader – Basic page, select the ellipsis (⋮) for a job.
Choose Delete to remove the selected job.
Last updated
Was this helpful?