Delete Company records from UI

  • 9
  • Idea
  • Updated 3 weeks ago
  • Implemented
Is there any plan for future functionality where customers will be able to delete unused records from the "Company" object?

This is a pretty common question/request that I get on almost a weekly basis from customer.

Thanks
Photo of Tom Gerth

Tom Gerth, Employee

  • 4,572 Points 4k badge 2x thumb

Posted 4 months ago

  • 9
Photo of Kate Green

Kate Green, Champion

  • 5,706 Points 5k badge 2x thumb
Same for the Company Person and/or Person objects.
Photo of Jeff Kirkpatrick

Jeff Kirkpatrick, Champion

  • 25,380 Points 20k badge 2x thumb
I just ran into this today.  Really need this capability.
Photo of Mark Gecsey

Mark Gecsey

  • 602 Points 500 badge 2x thumb
Agree on this as well. Would be very helpful!
Photo of Pele

Pele

  • 2,338 Points 2k badge 2x thumb
Needed to make a similar request for Relationship records a little while back. Having the provision to delete records from all standard objects would be great. 
Photo of Kunal Bhat

Kunal Bhat, Employee

  • 982 Points 500 badge 2x thumb
Hi All,

We're working on providing the ability to delete data from standard objects from the UI and you can expect it within the next couple of releases. 

We'll initially roll it out for the Company and Relationship standard objects and soon support other objects as well.


Thanks,
Kunal
Photo of Pele

Pele

  • 2,326 Points 2k badge 2x thumb
Thanks for the update Kunal! This will be helpful for us to maintain good data hygiene. 
Photo of Steven Doty

Steven Doty

  • 1,182 Points 1k badge 2x thumb
Hi Kunal,
My most common use case is that an Account is deleted as part of a merge action and the corresponding Company record is orphaned and appears in reports, causing confusion. Thanks for recognizing this issue!
Photo of Lila Meyer

Lila Meyer, Official Rep

  • 16,986 Points 10k badge 2x thumb
Switched this to an Idea post for better tracking.
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 12,334 Points 10k badge 2x thumb
@All, This has been implemented and pushed to 5.16 release. Please refer this article.
Photo of Kyle Handley

Kyle Handley

  • 166 Points 100 badge 2x thumb
Yay! Now if only I could do this in a bionic rule action. I made a custom field to prevent all my rules that rely on the link between SFDC and GS from running and failing (partially).
I have a rule that does a fetch on company and on SFDC account because merge or mistakes in SFDC account creation cause orphan GS company records. Now at least I can delete them on my own. Next step, automation? Or perhaps something like an approval queue. I can make that myself by filter on my custom field in the data operations. Thanks!!
Photo of Jeff Kirkpatrick

Jeff Kirkpatrick, Champion

  • 25,380 Points 20k badge 2x thumb
Ok so, I'll start with the positive:  It's great that I can delete records from the Company object now, so thank you for that.

But....

It's a little painful.

1,  I have to select the check box next to each record.   I was hoping I could apply a filter and check the "all records" box in the upper left corner and it would delete all of them.  It doesn't.  It selects all 50 records on that page, but then I have to manually click to move to the next page, and click the "all records" on that page as well....and so on.   So it takes a lot of effort if I want to delete company records "in bulk"

2.  It's sloooooow.   I selected approximately 200 records 60 minutes ago, and the Total Record Count is STILL decrementing.  I realize it says in the pop-up "The delete process may take some time" but that feels like a bit of an understatement, considering I can delete records in custom tables much more quickly than this.   

3. I'm not clear on whether or not I'll get a "job complete" email.  The doc doesn't say.  UPDATE: I did not get any such notification, so I have no idea when it completed or can determine how many records were actually deleted.
(Edited)