Salesforce Delete record action

Delete records from Salesforce by using the Salesforce Delete record action.

Prerequisites

Note: Ensure that you are authenticated before calling any Salesforce action. For more information about authentication, see Salesforce Authentication action.

To delete a field of a Salesforce object, use the Delete record action.

Procedure

  1. From the Actions pane, select Salesforce > Delete record and place it in the canvas.
  2. Enter the following fields:
    1. Enter the Object name, for example, Case.
      Note: For Salesforce Custom objects, ensure that you provide the API name instead of the Display name of the object. For example, provide API name: AAIRPA__Salesforce_Connection__c and not the display name: Salesforce Connection " For more information on how to find the API name, see https://help.salesforce.com/s/articleView?id=000327123&type=1.
    2. Enter the Record ID that you want to delete.
      Salesforce Delete record action
  3. Click Run to start the bot. You will be able to verify the deletion by checking it on the Salesforce side. The following video shows the process: