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What It Does

  • Remove outdated or erroneous records in a click.
  • Keep your CRM data lean for accurate reporting.
  • Automate deal hygiene and reduce manual cleanup.
  • Ensure compliance by deleting records systematically.
  • Free up space in objects like Leads, Contacts, or custom SObjects.

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🏁 Getting Started

Salesforce Delete Record node config screenshot
1

Select Account

Choose your connected Salesforce account.
2

Configure Inputs

Pick the SObject type and specify the Record ID to delete.

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Inputs

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🛠️ Required Fields

  • Salesforce Account (✅)
    Choose which Salesforce connection to use for deleting the record.
    Why it matters: Ensures the right org context for accurate data cleanup.
  • SObject Type (✅)
    The type of object that holds the record (e.g., Lead, Contact, Opportunity).
    Why it matters: Targets the correct data table for deletion.
  • Record ID (✅)
    The unique Salesforce record ID to delete.
    Why it matters: Precisely identifies which record is removed to avoid mistakes.

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🎯 Optional Fields

No optional fields for this node.

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Output

This node returns a confirmation of deletion, including success status and any error messages.
Use this output to trigger follow-up actions like logging cleanup events or notifying the team.
Salesforce Delete Record node output screenshot

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How It Works

  1. Connects to your Salesforce org using the specified account.
  2. Identifies the object by the given SObject Type.
  3. Sends a delete request for the Record ID.
  4. Emits a confirmation response for downstream logging or alerts.

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🚀 Example Use Cases & Prompts

Use CaseSetup or Prompt Example
Clean Up Duplicate Leads”Delete lead 00Q1t0000078abc after merging records.”
Remove Test Opportunities”Remove opportunity 0061t000002Xyz after UAT runs.”
Compliance Data Audit”Automate deletion of stale records older than 1 year.”

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✨ Pro Tips

  • Verify Record IDs using a lookup step to avoid accidental deletes.
  • Use a filter or query node upstream to only pass stale or invalid records.
  • Bundle deletions in batches to manage API limits effectively.

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⚠️ Important Considerations

  • Deleted records can’t be recovered—ensure backups or snapshots if needed.
  • Check user permissions; the connected account must have delete rights.
  • API limits apply — large batch deletes may require pacing.

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🛠 Troubleshooting & Gotchas

SymptomLikely CauseQuick Fix
Delete fails with errorInsufficient permissionsGrant delete access or use a different user.
Invalid SObject TypeTypo or unsupported objectVerify object API name and retry.
Record not foundWrong Record IDConfirm ID exists or query before deleting.

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📝 FAQ

Yes — just enter the custom SObject API name (e.g., CustomObj__c).
No — deleted records are permanently removed unless you have a backup.

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💰 Pricing

ActionCredit Cost
Delete Record (per run)Free
Action nodes that modify data (like “Delete Record”) do not consume credits.

Ready to automate your record cleanup and keep your Salesforce data pristine? Delete records seamlessly — 🚀