Using Flow to Mass Delete Records from List View

Using Flow to Mass Delete Records from List View

List view is a great tool to create a dynamic list of records that meet a criteria. Once a record meets the criteria, it enters to the list. This way, it is possible to see all the relevant data in one place. There are many things that can be done using list views. It is possible to inline edit the records, add a chart to visualize the data, delete the records, etc. However, to delete a record, you have to click the small arrow and then click delete button to delete the record. What if you have many records to delete? What if you created a list view that shows the records that should be deleted? There is no mass delete option, you have to delete them one by one.

Custom button that calls a flow can be used to delete the selected records at once. After you select multiple records and click this button, your flow will run for the selected records and perform the actions. In this use case, it will delete the records. Read this post to learn more about passing multiple records to flow.

Let’s create a flow that deletes selected Case records.

1- Create a Flow That Deletes Selected Case Records

First of all, you have to create a screen flow. In this use case, you can also create an autolaunched flow but if you want to display a message to the user, then you need a screen. This means that you need a screen flow. Records are visible on the list view and they will be selected from the list view. The only reason that we are selecting screen flow is to be able to display a meaningful message at the end.

When you create a text collection variable called “ids” and mark it as input variable, selected record Ids will be automatically passed with the custom button.

input text collection

Create a new number variable called RecordCount and add an Assignment element to assign the number of selected records.

record count assignment

Add a Decision element to check the selected record count. This element should have 3 outcomes for 0, 1-149 and 150+. If the user didn’t select any records, you can display a message and exit the flow. If the user selected more than 150 records, you can display a message and ask him/her to select less records and then exit the flow. Otherwise, you can continue the flow.

record count decision

After passing the record Ids to the flow, you will have them all in the collection variable called ids. In order to delete the records, you need the Id values one by one. To do so, use the loop element to extract Id values.

loop on record ids

This loop extracts the Id values as a text. Note that the current item from the loop is just a text, not the complete case record. However, you don’t really need the case record in order to delete it. So in this case, having the Id value as a text is enough.

Use the Delete Records to delete the current case record. In the Filter Case Records section, make sure that you are deleting the case record that Id of it equals to the current item from the loop.

delete case records

Pay attention that there is a DML action in a loop which might cause you to hit the governor limits. In order to avoid this, we added an assignment and decision elements to check the record count and exit if the count is higher than 150 (DML limit is 150).

If you leave the flow as it is, it will delete the records successfully but the user will get a screen like this. Instead, I would recommend you to display a message at the end of the flow and then navigate to the Case list view (a parameter in the button URL will do the navigation). This is why we created a screen flow.

your flow finished

Create three screens that display messages for each outcome. Pay attention that you need two error/warning messages and one success message. The screen that will appear after the loop should be a success message, not an error. To make the message dynamic, use the RecordCount variable that you created.

display text

At the end, your flow should look like this.

end of the flow

2- Create a Button That Runs the Flow

Go to Case in Object Manager, click on Buttons, Links, and Actions and then click on New Button or Link.

case object manager

After giving a name, select List Button and mark the checkbox called Display Checkboxes (for Multi-Record Selection). This makes the button available for list views (for the case object). Since you marked the checkbox, it will allow you to select multiple records. Select Display in existing window without sidebar and header as the behavior and make sure that content source is URL. For the URL value, you have to copy the flow’s URL.

new button

Flow’s URL can be found on Flows in setup. Pay attention that you are not passing any parameters but since you created an input text collection called “ids”, it will pass the selected record Ids.

flow details

In order to navigate somewhere, you have to add a retURL parameter at the end of the URL. Using the retURL=500/o parameter, the flow will navigate back to the Case home page (Case list view).

3- Add the Button to List Views

After creating the button, you have to add it to list views. In order to do it, go to Search Layout for Salesforce Classic and then click edit on List View.

add button to list view

Choose the button that you created in the previous step and click save. Note that you are not selecting a specific list view. Once you add a button to list views, it will be visible on all list views of this object.

selected buttons

This is the end of all of the configurations, you can test your button.

case list view

4- Improvements

This flow can be built in a few different ways but in any use case, pay attention to the governor limits and put some elements to avoid hitting the limits, that is the most important part.

One change that I would recommend is to use a custom action that converts a text collection that contains Ids to a record collection. By doing so, you can remove the loop and the delete action inside it. Here is how to do that.

Add a new action and select the action that you installed. Select Case as the object and pass the text collection that you have the Ids. In this use case, it is enough to store only the Id of the records, so just type “Id” to the fieldNames and Case to the objectName. This action will convert your text collection to a Case record collection. Since you have all the records in one collection now, there is no need to do a loop and you can delete them all at once.

get records from ids Apex action
delete a collection of records

At the end, your flow should look like this. Pay attention that there is only 1 DML in this flow which means that you will not hit the DML limits.

final version of the flow

8 Comments

  1. Nice article!

    As addon:
    To get back from the list view where the flow was launched, you can create a simple visualforce page

    Name visualforce page: (for example) CurrentCaseListView

    and then reference it in your list button: change retURL to
    ?retURL=apex/CurrentCaseListView

    Note:
    In visualforce page the Behavior should be –> Display in existing window without sidebar or header

1 Trackback / Pingback

  1. From Yumi Ibrahimzade: Using Flow to Mass Delete Records from List View – UnofficialSF

Leave a Reply

Your email address will not be published.


*