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Rachael Stupart ha fatto una domanda in Storage Helper

Can Storage Helper be used to delete Notes associated with specified opportunities (based on  Opportunity combination of record type, closed date and stage)? Thank you.

7 risposte
  1. 22 feb 2023, 13:56

    There is no capability to Mass Delete Notes records from a List View or a Report.  

     

    You'd probably need to run an SOQL Query using Workbench, or Dataloader, or something like that.  Then (maybe) you could use a Workbench, or Dataloader to delete them using a CSV file with the Note Salesforce ID

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