You can delete individual records from a data backup job to ensure that they're no longer being stored by Gearset. This not only helps you meet legal obligations (for example under GDPR compliance) but may also be required as part of your contractual obligations with your customers.

Find the record ID

The first step is to find the Salesforce ID for the record you want to delete.

If the record still exists in your org

  • Navigate to the record in the Salesforce UI
  • In the URL in your browser, look for the string of numbers and letters that represents the ID
  • In the example lead below, the URL is https://eu14.lightning.force.com/lightning/r/Lead/00Q24000004NMfDEAW/view The record ID is 00Q24000004NMfDEAW 
  • Make a note of the ID

If the record has already been deleted from your org

  • Open the backup dashboard in Gearset, and click View history for the job you wish to delete the record from
  • Click Browse data for one of the snapshots which contains your record
  • Navigate to the object where the record is located (or search for the object name) and select it to view the records
  • Find the record you wish to delete and find the ID from the Id column in the data browser
  • In the example below, the record ID is 00Q24000004NMfDEAW
  • Make a note of the ID

Delete the record

Once you know the ID of the record you wish to delete you can delete it from the data backup job dashboard.

  • Click the cog icon on the data backup job you wish to delete the record from
  • Click Remove record from backup history 
  • Paste in the record ID
  • Enter the confirmation text
  • Click Delete record 
  • The record will be removed from this backup job's history. It may take a few minutes for this change to be reflected through the job's data browser

Ensure the record is also removed from your orgs

Deleting a record from a job's history in Gearset does not prevent it from being re-downloaded in the future, and does not remove it from Salesforce. You should ensure the record is also deleted from the source Salesforce org as well as Gearset's backup jobs. 

If the record still exists in the source org, the next time the backup job runs the record will be re-captured in the job. If this happens, you can repeat the steps above to delete the record again.

Deleted records can't be restored

Deleting a record from a data backup job is irreversible. Once it has been deleted, it is removed from our systems and Gearset will be unable to restore it. 

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