You need to sign in to do that
Don't have an account?
Oriel Support
Need to export and delete very old tasks
I need to export tasks owned by an individual that are 2 years old or more and then delete them. The client would like this to be a repeatable task scheduled monthly. I have done a lot of research and found several articles about manual operations in data loader, and also with using the cli and windows task scheduler. I have also looked at apex and I think this might be the way to go. I am a relative newbie with apex, but I am a long time developer in many other platforms including java, html, sql, c#, and others. I just need a push in the right direction to get started. Any tips on the best method to accomplish this would be appreciated.
Need to remove any task owned by a particular user, does not contain the word "CLICKS" in the subject, and is 2 years old or more whether it has been archived or not. There is no need to export it to a save file/report. The user simply wants it permanently deleted.
I only see a mass delete option for Activities, not just the tasks. We do not want to remove the Activity. We also want to schedule this process monthly.
If you are looking for a way to do it automatically, you may try out Skyvia online data import tool. It also allows you to schedule these processes. Please find a tutorial here (https://skyvia.com/blog/how-to-mass-delete-records-from-salesforce-using-sql-or-data-loader).
They also have ready-made queries, this one (https://skyvia.com/gallery/salesforce-mass-delete-tasks) may be helpful in your case:
DELETE FROM Task