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Deleting Records

When a record is deleted within Salesforce, the record will also be removed from Daxtra. This is done via a 2 step process.

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This functionality is still in development and may not work as intended. If there are any issues with deleting records, please contact support

Step 1 - Mark the record as deleted

When a record is deleted, the record is not actually removed from Salesforce, it is marked as deleted and instead placed into the recycling bin, potentially allowing it to be restored. A similar process is done with Daxtra, the record is not actually deleted, and instead is marked as deleted. This allows the record to be restored if required.

Step 2 - Permanently delete the record

After 15 days the record is removed from Salesforce and Daxtra. This process is unrecoverable, and if a record needs to be restored after this point, it must be created again and treated as new.

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Even if the Salesforce recycling bin is cleared manually, the record won't be removed from Daxtra until the 15 day period has passed.