Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks

The bulk delete feature enables you to remove multiple Custom Object, Company, or Task records simultaneously, streamlining data cleanup efforts. This is particularly useful after imports, deduplication projects, or large-scale data management tasks. Records deleted through supported bulk deletion jobs can be restored from the Bulk Actions page within 60 days, providing a safety net against accidental data loss.

Key Benefits

Bulk delete enhances efficiency in managing large datasets while offering recovery options for eligible deletions. It simplifies the removal of outdated, duplicate, or incorrectly imported records without tedious manual processes.

• Faster Cleanup: Delete multiple records in a single action instead of individually.
• Enhanced Custom Object Management: Use multi-select checkboxes in the list view to bulk delete Custom Object records directly.
• No Record Limit for Companies and Tasks: Delete large groups without the previous 100-record restriction.
• Safer Deletion: Restore eligible records within 60 days via the Bulk Actions page.
• Improved Visibility: Track deletion progress, status, and statistics from the Bulk Actions page.
• Cleaner Relationships: Remove relations, associations, and association labels of deleted records while preserving related records.

Supported Record Types

Bulk delete is available for specific record types that support list-view selection and deletion actions.

• Custom Object records
• Company records
• Task records

For Custom Objects, use multi-select checkboxes in the Custom Objects list view. For Companies and Tasks, bulk delete now supports larger deletion jobs without the previous 100-record cap.

What Happens During Bulk Deletion

Bulk deletion removes selected records and clears their relationship data, preventing them from appearing in associations or labels post-deletion. Related records themselves are not deleted.

• The selected record is deleted.
• Relations connected to the deleted record are removed.
• Associations connected to the deleted record are removed.
• Association labels connected to the deleted record are removed.
• Related records remain intact.

Important: Before relying on restore for relationship recovery, confirm whether restored records regain their previous relations, associations, and labels.

Pre-Deletion Checklist

• Review any filters applied to the list view.
• Confirm the selected records are intended for deletion.
• Export important data before large cleanups if necessary.
• Ensure your team understands that relations, associations, and labels are removed upon deletion.
• Check the Bulk Actions page post-deletion for job progress and completion.
• Restore eligible deletion jobs within 60 days if needed.

How to Bulk Delete Records

Bulk delete requires no complex setup. Follow these steps to remove records efficiently.

1. Navigate to the relevant area in your CRM (Custom Objects, Companies, or Tasks).
2. Access the list view for the records you wish to delete.
3. Use the checkboxes to select the records for removal.
4. Click Delete.
5. Review the confirmation message carefully.
6. Confirm the deletion.
7. Go to the Bulk Actions page in your sub-account to monitor progress, completion status, and statistics.

How to Restore Bulk-Deleted Records

The Bulk Actions page retains a record of supported deletion jobs, allowing you to restore eligible records within 60 days. This is useful for reversing accidental deletions or cleanup actions.

1. Go to Bulk Actions in your sub-account.
2. Locate the deletion job for the records you want to restore.
3. Click the three-dot menu for the deletion job.
4. Click Restore.
5. Review the confirmation message.
6. Confirm the restore action.
7. Monitor the restore progress from the Bulk Actions page.