Can I Recover a Deleted Record?

Have you mistakenly deleted a record in Manage? This article walks through how to recover deleted records!

This article walks through how to use the Recycle Bin feature in Salesforce to recover any agents, transactions, or records that have been deleted!

Step 1: Click the App Launcher 9-dot box  in the top left corner of your Manage screen

Step 2: In the search bar, type Recycle Bin and click the Recycle Bin button listed under Items

Step 3: You will be brought to the My Recycle Bin list view. This will show every record that the logged in use has deleted

AgentSync Tip: If the record was deleted by another user, click the down arrow  and change the list view to Org Recycle Bin to view everything that the org has deleted.

Step 4: Select the record(s) you wish to recover by checking the box next to the record name.

Step 5: Click Restore

 

That's it! The deleted record will now appear back in Manage! See a step-by-step walkthrough of this process here:

6 STEPS

1. The first step is to click the 9-dotted square

Step 1 image

2. Type and click recycle bin.

Step 2 image

3. Can't find what you're looking for?

Try changing this view from my recycle bin to all recycle bin

Step 3 image

4. Select the record(s) that you would like to restore!

AgentSync Tip: You can select more than one record to undelete!

Step 4 image

5. Click Restore

Step 5 image

6. That's it. You're done.

Step 6 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1943861/FAQ--I-accidentally-deleted-a-record---How-do-I-recover-it-



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