Bulk Delete Jobs are used to delete large quantities of Data through the system. These are most often for routine items that build up, like old system job records but can be used to remove outdated or unwanted data of any kind. This data can take up a lot of storage in the system which can cause slower performance or increase Azure costs for online customers.
WARNING: Bulk delete is very effective and should be used with caution to make sure you do not delete records you need. If you a unsure reach out to support for assistance.
Create and Launch a Bulk Delete Job
1. Go to Settings > Data Management.
2. Choose Bulk Record Deletion.
3. Choose New to run the Bulk Deletion Wizard to create a bulk deletion job with the records you want to delete.
4. Use Advanced Find Criteria to locate the records that you would like to delete.
It's best to use a Look-up reference field to locate records as this will help narrow down records and ensure no unnecessary records get deleted.
Use Preview Records to make sure you are only seeing the records to remove and nothing extra.
5. Set the Options for the Bulk Delete Job
You can update the name, but the system default time and date is very helpful for reviewing later.
Set the job start time, Immediately or a scheduled date / time.
If you wish to run this job on a regular schedule check the "Run this job every:" box and set a schedule. This can be updated whenever needed.
If you want to receive notification when the jobs are done you can add your user email to the last box, but this is optional.
