What can ExtendInsights do?
ExtendInsights transforms Excel, enabling users to seamlessly write back data to their selected ecosystem. This powerful tool helps keep data up to date with ease.
Updating records is quick and effortless!
ExtendInsights interacts with data sources, for users to efficiently perform business processes such as:
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How to Delete Records
In this article we will focus on delete records using ExtendInsights using Salesforce as a data source.
Step 1: Plan your template layout
💡 Tip:
It is best to check out the forms and fields and identify the header, and required fields that you may need to build the template.
Checking field requirements in advance helps minimize errors during the upload process.
For this example, I want to utlize Opportunity and the fields that I needed to include in the template are:
Name
Close Date
Stage
Amount
Lead Source
Opportunity Type
Step 2: Create or Load your Template in Excel
Templates are essential for mapping data from Excel to Salesforce.
If you already have a template, load it into your Excel sheet.
If you need to create one, follow the step-by-step instructions in this guide.
Step 3: Download Records in Excel
Turn on the Preview button and click Proceed. This will download the first 50 records from your data source.
👉 Want to explore other ways to download data? Check out this article for more details!
Step 4: Delete Records
To remove records:
Highlight the cells of the rows to delete.
Click Delete Selected to remove selected rows.
Before Deleting:
✅ Verify Record IDs – Ensure that the correct record IDs are mapped, as deletions are irreversible.
✅ Check Dependencies – Some records may have dependencies (e.g., related objects, lookups). Deleting them might cause errors.
✅ Backup Your Data – Always export a copy of your data before deleting records in case you need to restore them later.
✅ Check User Permissions – Make sure you have the necessary delete permissions.
