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  • Delete temporary contacts in Salesforce

    How can I delete all temporary contacts in Salesforce with a Created date prior to 10/30/18? There are transactions from January and February 2018 that are tests and can be removed.

  • #2
    Good day @anthonydc

    That is something you cannot do it. If you allow, one of our developers can delete those by the code.

    Do you want to delete all temp contacts dated from 1st Jan 2018 TO 29th Oct 2018? Please confirm it.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Yes, please delete all temp contacts dated from 1st Jan 2018 TO 29th Oct 2018. I have granted you 1 week access to our account. Salesforce id is 00Df4000000lNSe

      Thank you

      Comment


      • #4
        Good day @anthonydc

        Per your request, we have deleted the temp contacts dated from 1st Jan 2018 TO 29th Oct 2018 which was in total 25 records.

        Please let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Thank you for your help!

          Comment


          • #6
            Please delete the following temporary contacts. You have been granted temp access to Salesforce.
            TC-17905
            TC-17903
            TC-17902
            TC-17900
            TC-17898

            Comment


            • #7
              Good day @anthonydc

              We just reviewed and don't see the above temp contacts in your instance. Is it possible for you to share the order numbers?
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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              • #8
                Here are the order numbers

                38406-1712291810550471111
                38406-1712291627239951111
                38406-1712291816293671111
                38406-1712291943228741111
                38406-1712291948487591111

                Comment


                • #9
                  Done. Please let us know if we can be of any further assistance.
                  Regards,
                  Click & Pledge Support Department

                  On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                  Join us @ the educational webinars: https://clickandpledge.com/webinars/
                  Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                  Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                  Comment


                  • #10
                    Thank you for your help deleting these contacts.

                    Comment


                    • #11
                      Can you please delete these two, as well, please:
                      38406-1905091837548401111
                      38406-1905091839155831111

                      Comment


                      • #12
                        Good day @JanetHandy

                        OK, I have deleted those. However, deleting the transactions from your instance is easy and simple. You may do it by yourself by going to the C&P Settings >> Maintenence >> Paste the order number and delete it.

                        Please review the following KB article: http://help.clickandpledge.com/custo...ticles/2084057
                        Regards,
                        Click & Pledge Support Department

                        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                        Join us @ the educational webinars: https://clickandpledge.com/webinars/
                        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                        Comment


                        • #13
                          Thanks so much! I'll follow your instructions in the future.

                          Comment


                          • #14
                            John Hume at myFace here. As per Robert Vap I need a C&P support team member to delete three declined C&P Temp contacts in our Salesforce Temp Contact list. The donors who were declined and need to be removed are: Lian and Rode (X2). I have granted access to our Salesforce instance. Please let me know when this is all taken care of. Thank you. John-

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                            • #15
                              Good day @jhume

                              As stated above, it is so easy and simple steps to delete the transaction footprint from the instance. Simply you need to go to the C&P Settings >> Maintenance >> here enter the order number under "Delete Posted Data" and press the delete button.

                              However, if wish for us to do that for you now, please share the order numbers instead of Names.
                              Regards,
                              Click & Pledge Support Department

                              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                              Join us @ the educational webinars: https://clickandpledge.com/webinars/
                              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                              Comment

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