Salesforce Delete
Description:
Salesforce Delete removes records from Salesforce modules using the Salesforce Web Service API. Use this step when your workflow needs to clean up or remove records in Salesforce — for example, deleting obsolete accounts, purging test data, or synchronizing deletions from an external system. It identifies records to delete using their Salesforce record IDs, which are typically provided by a previous step such as Salesforce Input.
Configurations:
| Field Name | Description |
|---|---|
| Connection: | |
| SalesForce | Webservice URL This is the URL to the SalesForce Webservice. Note: This URL is dependent on the API version you are using. |
| Username | Username for authenticating to Salesforce (i.e. myname@ automationedge.com) |
| Password | Password for authenticating to Salesforce. Enter your password followed by your security token. If you password is 'PASSWORD' and your secuirty token is 'TOKEN', enter 'PASSWORDTOKEN' in this field. |
| Settings | |
| Time out | Configure the timeout interval in milliseconds before the step times out. |
| Use compression | Enable checkbox to use compression. |
| Rollback all changes on | Enable this checkbox to ensure complete success or to rollback all changes. |
| Batch size | This is the number of rows to commit as a batch. |
| Module | Select the module you wish to delete data from. Note: This list will be populated upon successfully authenticating to Salesforce using the Test Connection button. |
| Fieldname id | This is the ID of the fieldname to delete. |