Salesforce Contact Management: Best Practices for Deleting Contacts & Finding Related Records

We are always looking to clean up old records from our database but what should you be aware of before hitting that delete button? We will review our recommendations for finding Contact records that can be deleted without impacting your historical data. There are a number of things you should consider before deleting a Contact. Are they related to an Opportunity? Are they related to any sales rep meetings or calls?
Salesforce Resources:
Considerations for Deleting Contacts: help.salesforce.com/s/article...
We will review the following:
- What happens when you delete a Contact
- The importance of checking a Contact's related data before deleting
- How do you find contacts that are safe to delete
- How to report on contacts that do not have any related records
Contact Deletions:
You may find yourself wanting to 'clean-up' Salesforce to remove the old contacts who have changed companies or retired. While cleaning up records is the right thing to do, you need to check to see if the Contacts have related records before deleting.
Be aware that if you delete a contact, the following records are also deleted:
- Assets (without cases)
- Attachments
- Campaign history
- Events
- Notes
- Tasks
CHAPTERS:
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0:00 Intro
0:34 What Happens when Contacts are Deleted
1:42 Identify Multiple Primary Contacts per Company
2:48 Run Report on Contacts without Related Opportunities
5:14 Run Report on Contacts without Activities
6:28 Use Campaigns to Temporarily Store Contacts for Deletion
8:45 Wrap-up
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About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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