Help Center

How to Delete Items Using the Data Loader

Disclaimer: Propel Support is not responsible for data integrity errors or data loss resulting from bulk deleting of data from Salesforce. It is assumed that the reader of this article is experienced with Salesforce objects and schema and has prior experience performing data migrations.

Technical Support: The Propel Support organization cannot assist with data migration or cleanup efforts. You may choose to contract with Propel Implementation Services for paid assistance with these activities.

Prep

  1. Read before you install the Data Loader: https://help.salesforce.com/articleView?id=installing_the_data_loader.htm&type=5
  2. Download Data Loader
    • Go to Setup -> In Quick Find, search for “data loader”
    • Download the appropriate version
  3. Make sure you have a Propel License

Export

  1. Open Data Loader and select Export

Picture1.png

    2. Click on Log In button and log in using your credential

Picture2.png

    3. Click on Next when it shows

    4. Once you specify the Object you want to export and the folder path, click Next

Picture3.png

In the window below, you can either pick id, Name from the drop-down or copy and paste the query below into the editor: select id, Name from PDLM __Item__c 

Picture4.png

     5. Click Finish to start exporting

Identify

  1. Look at the files you just exported
  2. Remove any items that you don’t want to delete using Name (which is Item Number in Propel)
  3. After you have all items you want to delete, delete Name Column
  4. Save the file

Delete

  1. Click on Delete button in Data Loader

Picture5.png

    2. Select Item object from the list

    3. Upload the file you just saved and click Next

    4. Click on Create or Edit a Map and choose Auto-Match Fields to Columns in the popup window

Picture6.png         Picture7.png

    5. Click on OK, Next and Finish

    6. Review logs for any errors

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.