After a few years, it's probably safe to say that the old inactive Campaigns in Salesforce are not influencing behavior and no longer necessary to keep. Deleting inactive Campaigns that are far older than your buying cycle will free up valuable storage space.

NOTE: Campaign Members that are directly deleted (without targeting their Campaigns) are not available in the recycling bin.

Recycle old Campaigns automatically with Storage Helper.

Recycle old Campaigns automatically with Storage Helper.

To Delete Old Campaigns with Storage Helper:

  1. On the Storage Recycle Jobs Page, Click New Storage Recycle Job in the upper right corner.
  2. Name the Storage Recycle Job (Old Inactive Campaigns).
  3. Object:  Campaign
  4. Notes is a good place to document your criteria:  Campaigns that are older than 2 years and are inactive
  5. Create filter criteria. 
    1. Field:  End Date
    2. Logic:  Less or Equal
    3. Condition: Last Number of Years, 2
    4. Field: Active
    5. Logic: Equals
    6. Condition: False
  6. Save the criteria.
  7. Select Backup Mode
  8. Select whether you would like to Activate the job, or Keep Inactive (Please Note: To prevent important data from being deleted accidentally, we recommend keeping the Storage Recycle Job inactive until the deletion criterion is fully defined).
  9. On the Storage Recycle Jobs Tab, you can preview records, change filter criteria, edit, delete or activate your job in the Detail Tab on the right. In the Backup tab, you can view the .csv files that were created.

NOTE:  With either a manual or scheduled run, be sure to backup your data first. Recovering data that has been lost is extremely costly.  You can find more information regarding Salesforce Data Recovery and how to backup your data in the How to Avoid Hitting the Data Storage Limit in Your Org Blog.

For additional assistance, please send us an email to support@passagetech.com.

Do you have a cool Storage Helper use case you would like us to share?  Please comment below!