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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 respostas
  1. 22 de fev. de 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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