After deleting an engagement plan, the tasks are still assigned to me. We are building out our Salesforce instance using the Non-Profit success pack. I built a few engagement plans in order to walk through it and create a how-to guide. Once I deleted the TEST engagement plan, I noticed that all of the tasks were still assigned to me. I had to delete them one by one. Does anyone know a way to automatically delete tasks once you delete an engagement plan or do a mass delete?
We faced the same issue, so I added a query in the Data Loader to filter tasks with the condition WHERE Status != 'Completed' AND (Subject = ' ' OR Subject = ' '). The task Subjects were pulled from the Engagement Plan Tasks, which helped me narrow down the specific tasks to delete.
Ok great, thank you for clarifying. Then this sounds like a case for dataloader, but we'd first need to segment out the tasks created by the engagement plans.
I'm they all share the same subjects, word for word?
You would have to use this as the criteria to specify records on export, or once you've export all tasks, narrow down to your engagement plan tasks based on the subject, and kick out all the other ones. Then use the task IDs to tell dataloader which ones to delete.
Here is a link to the basic breakdown of the steps involved, noting that you would have the extra step of ensuring the IDs of the tasks you want to delete are the only the engagement plan ones, because you're not looking to erase all tasks:
https://help.salesforce.com/articleView?id=performing_mass_deletes.htm&type=0&language=en_US&release=208.17Yes, you can use @Apsona for Salesforce or similar apps such as Data Loader, Demand Tools, Jitterbit, etc. Qualifying question: are the leftover engagement plan created tasks the only tasks in your Org currently? At this point, you do need to use a mass manipulation tool to delete the tasks. I would strongly recommend you do it BEFORE you delete the Engagement Plan, since the tasks will be harder to find afterwards. You can use the Engagement Plan lookup field on the task to find the records. Feel free to start a new Idea here to consider better clean up options when Engagement Plans are deleted. https://powerofus.force.com/hub-ideas
