Delete Record

Description

This step deletes a record from a Salesforce object. You select the object type and provide the record ID. Use this step in workflows that remove duplicate entries, clean up test data, or delete obsolete records from your CRM.

References:

API – Delete Record: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_delete_record.htm

Connection – Salesforce

No.	Field Name	Description
1	Step Name	Name of the step. This name has to be unique in a single workflow.
	Connection
1	Instance URL	Specify the instance URL of Salesforce instance. This field is mandatory.
2	Consumer Key / Client ID	Specify the connected app’s consumer key which is found on the connected app’s Manage Connected Apps page or from the connected app’s definition. This field is mandatory.
3	Consumer Secret / Client Secret	Specify the connected app’s consumer secret, which can be found on the connected app’s Manage Connected Apps page or from the connected app’s definition. This field is mandatory.
4	Refresh Token	Specify a Refresh Token to obtain a new Access Token. This field is mandatory.
5	Test Connection	Click to verify whether the connection is established or not. Note: Test Connection will only work with static (hardcoded) values and environment variables. It will not work for the previous step fields.

Input Tab – Delete Record from Salesforce

No.	Field Name	Description
1	Module	Select the module name from which to delete the record. This field is mandatory.
2	Get	On click of this button, if the connection is successfully established, it populates the list of module names on the Salesforce instance. Note: Get button will only work with static (hardcoded) values and environment variables. It will not work for the previous step fields.
3	Record ID	Specify the record ID of the record you want to delete. This field is mandatory. Note: Record ID can be found in the URL as shown in the following examples: a. Incident: b. Account: