Delete Multiple Records (Salesforce) activity

An activity that deletes more than one record from Salesforce.


Delete Multiple Records activity

Configure the Delete Multiple Records activity

To configure the Delete Multiple Records activity, do the procedure in this topic.

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Delete Multiple Records activity onto your process.

    Delete Multiple Records activity

General Configuration

Specifies the basic settings for the Delete Multiple Records activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)
Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Delete Multiple Records Configuration

Specifies the configuration to delete more than one record in Salesforce.

Figure: Delete Multiple Records Configuration screen

Delete Multiple Records Configuration screen

Fields

Field NameDefinition

Salesforce
Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.
Example:
Refer to:

Delete Using
Function:
Specifies how to delete more than one entity.
Accepted Values:
  • Delete Using Record ID - Specifies an entity ID, or a process data variable that represents an entity ID.
  • Delete Using Where Clause (Query Builder) - Specifies the entity name and a SQL WHERE clause to fine and delete the entity.
Default Value:
Delete Using Entity ID
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Build Where Clause Build Where Clause icon
Opens this Screen:
Delete Multiple Entities Configuration > WHERE Clause
Function of this Screen:
Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Edit Edit icon

Function:
Lets you change the WHERE clause.

Delete Multiple Records Configuration > WHERE Clause

Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Figure: Delete Multiple Records Configuration > WHERE Clause screen

Delete Multiple Records Configuration WHERE Clause screen

Fields

Field NameDefinition

Column
Function:
Specifies an entity column to use in your query.
Accepted Values:
An entity column name from the list.
Default Value:
None.

When you select the name of the entity, the list of columns shows in Column field.

Comparer
Function:
Specifies the operator to use in your WHERE clause.
Accepted Values:
  • =
  • >=
  • >
  • <
  • <=
  • !=
  • Like
  • Not in
Default Value:
=

Value
Function:
Specifies the value for the column.
Accepted Values:
A valid column value.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Add Row
Function:
Adds a row for the Field Name and Field Value.

Indent Right Indent Right icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected item.
Example:
Refer to:

Back Back icon

Function:
Saves your rule and goes back to the activity configuration screen.