What Does This Post Cover?
- How to use the Delete Records Element in Salesforce Flows
Use Case?
- Trash that garbage in your Salesforce
In this example:
We will be deleting records that have the checkbox "Delete Records?" marked as true
Business Case: We need to allow the user to delete the record if needed through the use of a checkbox on the opportunity
Words of Caution: To prevent deleting records by mistake, be as specific in your filter criteria as possible.
Records are deleted from your org the moment the flow executes the delete element.
Deleted records are sent to the Recycle Bin and remain there for 15 days before they are permanently deleted.
Flows can delete records that are pending approval.
Since we have a video on this showing you step by step, this blog post will be primarily used to view the values we used in the video as a reference to rebuild.
#1 Opportunity Process Builder
#2 Flow: Delete Records
#3 Video Walkthru
Check out the FULL video walkthrough to get more context here in the youtube video below 🎬🍿
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