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How to Request a Physical Delete on a Veeva CRM Org?

  • Updated

Question:

How to request a Physical Delete on a Veeva CRM Org?

Answer:

Veeva recommends Salesforce perform a Physical Delete immediately after Hard Deleting large amount of data, especially for data that is synced down to users offline devices. While Hard Delete records will be sent to a purge queue, Salesforce Support can peform a Physical Delete manually, and this can be scheduled ahead of time.

Submit a ticket with Veeva Support who will work with Salesforce to perform a Physical Delete after the Hard Delete process completes. The following information is required:

  • Confirmation that the Recycle Bin is emptied for the Org.
  • The admin account is granted Salesforce Support login access for one week.
  • The 18-digit Org ID and the Org Name.
  • A bulleted list of objects that the Physical Delete is to run against.
  • The date Hard Delete process will start and an estimate of when it will complete.

Additional Considerations: 

Follow Salesforce's general recommendations when deleting unwanted data within your organization: Delete unwanted data in an organization

Best Practices to Consider:

  • Utilize hard delete whenever possible.
    • Deleting will not physically remove the data from Salesforce.com immediately; however, it will bypass the recycling bin so the data is picked up for physical delete as soon as possible.
    • SOQL QueryAll includes records deleted but not yet purged.
  • Do not rely on the recycling bin for large data recovery efforts.
  • Schedule the archival process during off-work hours.
  • If the integration landscape permits, utilize the bulk API to perform extracts and deletes.
  • When designing selective queries, note that the following operators will prevent the usage of indexes:
    • !=
    • like
    • Not like
    • Comparison operators (when used with text and text fields)
    • Leading wildcards, or nondeterministic or cross-object formula fields.

Data deletes go through 3 stages:

  • Soft Deletes go into the recycle bin.
  • Hard Deletes go into a delete queue.
    • These records can still be found by QueryAll which includes workbench include deleted.
  • Physical Delete (purge) removes the record from the database (salesforce sweeper process).

Related Documentation:

Salesforce Documentation: Deleting Data

 

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