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tom_gerth
Gainsight Employee ⭐️⭐️
May 14, 2018

Delete Company records from UI

  • May 14, 2018
  • 14 replies
  • 392 views
Is there any plan for future functionality where customers will be able to delete unused records from the "Company" object?

This is a pretty common question/request that I get on almost a weekly basis from customer.

Thanks

    14 replies

    kate_green
    Helper ⭐️⭐️
    May 14, 2018
    Same for the Company Person and/or Person objects.
    darkknight
    Expert ⭐️
    June 4, 2018
    I just ran into this today.  Really need this capability.
    Jeff Kirkpatrick
    mark_gecsey
    Contributor ⭐️⭐️⭐️⭐️
    June 4, 2018
    Agree on this as well. Would be very helpful!
    Mark Gecsey
    pele
    Helper ⭐️⭐️⭐️
    June 4, 2018
    Needed to make a similar request for Relationship records a little while back. Having the provision to delete records from all standard objects would be great. 
    kunal_bhat
    Helper ⭐️⭐️⭐️
    June 14, 2018
    Hi All,

    We're working on providing the ability to delete data from standard objects from the UI and you can expect it within the next couple of releases. 

    We'll initially roll it out for the Company and Relationship standard objects and soon support other objects as well.

    Thanks,
    Kunal
    pele
    Helper ⭐️⭐️⭐️
    June 14, 2018
    Thanks for the update Kunal! This will be helpful for us to maintain good data hygiene. 
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    June 18, 2018
    Switched this to an Idea post for better tracking.
    Lila Krutel, Dir. Global Education Services
    steven_doty
    Contributor ⭐️⭐️⭐️
    June 28, 2018
    Hi Kunal,
    My most common use case is that an Account is deleted as part of a merge action and the corresponding Company record is orphaned and appears in reports, causing confusion. Thanks for recognizing this issue!
    sai_ram
    Expert ⭐️⭐️
    August 17, 2018
    @All, This has been implemented and pushed to 5.16 release. Please refer this article.
    kyle_handley
    Contributor ⭐️⭐️⭐️⭐️
    August 25, 2018
    Yay! Now if only I could do this in a bionic rule action. I made a custom field to prevent all my rules that rely on the link between SFDC and GS from running and failing (partially).
    I have a rule that does a fetch on company and on SFDC account because merge or mistakes in SFDC account creation cause orphan GS company records. Now at least I can delete them on my own. Next step, automation? Or perhaps something like an approval queue. I can make that myself by filter on my custom field in the data operations. Thanks!!
    May your day continue to be filled with awesome