This article explains how Navatar admin users can perform mass deletion of records using Salesforce Data Loader. It provides a detailed step-by-step guide—from exporting record IDs in a report to mapping fields and confirming deletion—to help efficiently remove large volumes of data.
You will need to log into your Navatar system using the admin login
Step 1: Create a report in Salesforce and add ID column. For.eg. When creating an activity report, add Activity ID column. Export the report in CSV format.
Step 2: Open Data Loader and click Delete.
Step 3: Log in to Salesforce org from where you have exported the data you want to delete and click Next.
Step 4: Select the Salesforce object for which the data needs to be deleted. Then click browse and select the file (CSV) that you had exported in Step 1. Click Next.
Step 5: Once the initialization is completed, click OK.
Step 6: Click “Create or Edit a Map”.
Step 7: Match the Salesforce object field (ID) to your CSV column header and click on Save Mapping.
Step 8: Select the location in which you want to save the mapping and click on Save.
Step 9: Click Next.
Step 10: Browse the location in which you want to save the Success/Error file and click on Finish
Step 11: Click on Yes to confirm the Deletion
Step 12: Click Yes on the warning popup message.
Step 13: Once confirmed, the Mass deletion process will start, and it can take up to 10-20 minutes depending on the count of the data.