Who can use this feature?
- All roles with access level "high"
- Available on all plans
A record deletion policy allows Catalyst to automatically delete records in Catalyst for account, contact, opportunity, or additional objects. Record deletion options include:
- Never: Do not automatically remove records
- Records are deleted in Salesforce: Automatically remove records that have been deleted in Salesforce
- Records no longer match integration filter: Automatically remove records that no longer match the integration filter, including records that have been deleted in Salesforce
Set a record deletion policy
Once you apply a record deletion policy (for anything other than "never"), Catalyst checks daily to remove records.
Once records are removed, they cannot be restored.
- From the Settings side bar, click Object Configuration.
- Next to the object you want to configure, hover over options (...), click Edit.
Data removal varies, depending on the object. See table below. - From the "Automatically delete records when" drop-down, choose the option you want.
- Click Save.
Removal actions
Refer to the following table to see how Catalyst processes deletion by object.
| Removed | Not removed | |
|---|---|---|
| Accounts |
|
- |
| Opportunities |
|
|
| Contacts |
|
|
| Additional Objects |
|
|
If a contact or opportunity is deleted, but a note is associated to both that contact or opportunity AND an account, the note will not be removed because it's still associated with the account. If an account is deleted and becomes active again + syncs back to Catalyst, none of the old data (such as Catalyst notes and tasks) will be preserved in Catalyst.