Summer 2026 Help

Deleting Records

Overview

Deleting CQ records is a controlled action that allows authorized users to permanently remove records from the system when they are no longer needed or were created in error. This functionality helps maintain data accuracy and system integrity while ensuring compliance with organizational policies and regulatory requirements.

Because deletion is irreversible, it should be performed with caution and only by users with the appropriate permissions.

Prerequisites

Available in: All Records

Installed Package: All - Winter 2025

User Profile: Administrator

Permissions: CQ Admin PS and CQ Admin Extended PS

Related Objects: Parent Record to be Deleted cannot contain Related Objects

Instructions

  1. From the CQ record, select Delete from the Action menu.

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  1. Click the Delete button from the Deletion confirmation window.

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Results

  • The Record has been permanently removed from the system.

  • To avoid skipped numbers in your record lists, some Record Numbers can be reused. See your CQ Administrator to reset appropriate Auto Numbers if needed.

Troubleshooting

  •  Check back for new articles

Additional Resources

CQ Resources

  • Viewing Field Audit Trail Reports

Salesforce Resources


Summer 2026