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Removing Contacts and Users in bulk

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Removing Contacts and Users in bulk
 
Removing-Contacts-and-Users-in-bulk
 
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  1. Deactivate Users
  2. Delete Contacts
  3. Delete Accounts
 

Deactivating User Records

  1. Create a report of type User
    1. Filter the report to include only the User records (typically using email address domain like "qq.com")
    2. Add the User ID field as a column (all other fields can be left in the report or removed)
    3. Note: please review your list prior to deactivating users to confirm that there are not any valid users that would be deactivated.
  2. Export the report as a CSV file
  3. Open the CSV file in Excel and delete any rows at the bottom that are not part of the User data (e.g. Copyright, Generated By)
  4. Add the following column headers at the end of the first row
    1. Active
    2. Is Portal Enabled (Note: you will not be able to delete the associated contact without setting this)
  5. Set the value for both columns as FALSE for all users in the report
  6. Save the CSV file
  7. Open the CSV file in a data-loader tool
  8. Start an Update operation on the User object
  9. Map the User ID column as the key
  10. Map the “Active” and “Is Portal Enabled” columns to the fields of the same names on the User object
  11. Run the Update operation
 

Deleting Contact Records

  1. Create a report of type Contacts & Accounts
  2. Filter the report to include only the fake Contact records (typically using email address)
  3. Add the Contact ID and Account ID fields as columns (all other fields can be left in the report or removed)
  4. Export the report as a CSV file
  5. Open the CSV file in Excel and delete any rows at the bottom that are not part of the Contact and Account data (e.g. Copyright, Generated By)
  6. Save the CSV file
  7. Open the CSV file in a data-loader tool
  8. Start a Delete operation on the Contact object
  9. Map the Contact ID column as the key
  10. Run the Delete operation
 

Delete Individual Accounts

Note – This step is only needed if Individual Accounts were generated for the Contacts
 
  1. Open the CSV file in a data-loader tool (this is the same CSV file as used in the Contact delete step)
  2. Start a Delete operation on the Account object
  3. Map the Account ID column as the key
  4. Run the Delete operation
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Removing Contacts and Users in bulk
 
 
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