afv-library/skills/platform-data-manage/assets/cleanup/delete-by-name.apex

241 lines
13 KiB
Plaintext
Raw Normal View History

/**
* ═══════════════════════════════════════════════════════════════════════════════
* DELETE RECORDS BY NAME PATTERN
* Clean up test records matching a specific naming pattern
* ═══════════════════════════════════════════════════════════════════════════════
*
* PURPOSE:
* Delete test records that follow a naming convention.
* Common patterns: 'Test%', 'BulkTest%', 'Demo%', etc.
*
* ⚠️ WARNING:
* Always PREVIEW records before deleting!
* Records go to Recycle Bin by default (soft delete)
*
* ═══════════════════════════════════════════════════════════════════════════════
*/
// ═══════════════════════════════════════════════════════════════════════════════
// CONFIGURATION
// ═══════════════════════════════════════════════════════════════════════════════
String namePattern = 'Test%'; // LIKE pattern for Name field
Boolean previewOnly = true; // Set to false to actually delete
Integer maxRecords = 10000; // Safety limit
// ═══════════════════════════════════════════════════════════════════════════════
// STEP 1: PREVIEW ACCOUNTS
// ═══════════════════════════════════════════════════════════════════════════════
System.debug('═══════════════════════════════════════════════════════════════');
System.debug('DELETE BY NAME PATTERN: ' + namePattern);
System.debug('Mode: ' + (previewOnly ? 'PREVIEW ONLY' : '⚠️ DELETE MODE'));
System.debug('═══════════════════════════════════════════════════════════════');
System.debug('');
// Query Accounts
List<Account> accountsToDelete = [
SELECT Id, Name, CreatedDate, CreatedBy.Name
FROM Account
WHERE Name LIKE :namePattern
ORDER BY CreatedDate DESC
LIMIT :maxRecords
];
System.debug('📋 ACCOUNTS matching "' + namePattern + '": ' + accountsToDelete.size());
if (!accountsToDelete.isEmpty()) {
System.debug(' Sample records:');
for (Integer i = 0; i < Math.min(10, accountsToDelete.size()); i++) {
Account acc = accountsToDelete[i];
System.debug(' - ' + acc.Name + ' (Created: ' + acc.CreatedDate.format() + ' by ' + acc.CreatedBy.Name + ')');
}
if (accountsToDelete.size() > 10) {
System.debug(' ... and ' + (accountsToDelete.size() - 10) + ' more');
}
}
System.debug('');
// ═══════════════════════════════════════════════════════════════════════════════
// STEP 2: PREVIEW CONTACTS
// ═══════════════════════════════════════════════════════════════════════════════
List<Contact> contactsToDelete = [
SELECT Id, FirstName, LastName, Account.Name, CreatedDate
FROM Contact
WHERE LastName LIKE :namePattern
OR Account.Name LIKE :namePattern
ORDER BY CreatedDate DESC
LIMIT :maxRecords
];
System.debug('📋 CONTACTS matching "' + namePattern + '": ' + contactsToDelete.size());
if (!contactsToDelete.isEmpty()) {
System.debug(' Sample records:');
for (Integer i = 0; i < Math.min(10, contactsToDelete.size()); i++) {
Contact con = contactsToDelete[i];
System.debug(' - ' + con.FirstName + ' ' + con.LastName + ' (' + con.Account?.Name + ')');
}
}
System.debug('');
// ═══════════════════════════════════════════════════════════════════════════════
// STEP 3: PREVIEW OPPORTUNITIES
// ═══════════════════════════════════════════════════════════════════════════════
List<Opportunity> opportunitiesToDelete = [
SELECT Id, Name, Account.Name, StageName, Amount, CreatedDate
FROM Opportunity
WHERE Name LIKE :namePattern
OR Account.Name LIKE :namePattern
ORDER BY CreatedDate DESC
LIMIT :maxRecords
];
System.debug('📋 OPPORTUNITIES matching "' + namePattern + '": ' + opportunitiesToDelete.size());
if (!opportunitiesToDelete.isEmpty()) {
System.debug(' Sample records:');
for (Integer i = 0; i < Math.min(10, opportunitiesToDelete.size()); i++) {
Opportunity opp = opportunitiesToDelete[i];
System.debug(' - ' + opp.Name + ' (' + opp.StageName + ', $' + opp.Amount + ')');
}
}
System.debug('');
// ═══════════════════════════════════════════════════════════════════════════════
// STEP 4: PREVIEW CASES
// ═══════════════════════════════════════════════════════════════════════════════
List<Case> casesToDelete = [
SELECT Id, CaseNumber, Subject, Account.Name, Status, CreatedDate
FROM Case
WHERE Subject LIKE :namePattern
OR Account.Name LIKE :namePattern
ORDER BY CreatedDate DESC
LIMIT :maxRecords
];
System.debug('📋 CASES matching "' + namePattern + '": ' + casesToDelete.size());
System.debug('');
// ═══════════════════════════════════════════════════════════════════════════════
// STEP 5: PREVIEW LEADS
// ═══════════════════════════════════════════════════════════════════════════════
List<Lead> leadsToDelete = [
SELECT Id, FirstName, LastName, Company, Status, CreatedDate
FROM Lead
WHERE LastName LIKE :namePattern
OR Company LIKE :namePattern
ORDER BY CreatedDate DESC
LIMIT :maxRecords
];
System.debug('📋 LEADS matching "' + namePattern + '": ' + leadsToDelete.size());
System.debug('');
// ═══════════════════════════════════════════════════════════════════════════════
// SUMMARY
// ═══════════════════════════════════════════════════════════════════════════════
Integer totalRecords = accountsToDelete.size() + contactsToDelete.size() +
opportunitiesToDelete.size() + casesToDelete.size() +
leadsToDelete.size();
System.debug('═══════════════════════════════════════════════════════════════');
System.debug('SUMMARY - Records matching "' + namePattern + '"');
System.debug('═══════════════════════════════════════════════════════════════');
System.debug(' Accounts: ' + accountsToDelete.size());
System.debug(' Contacts: ' + contactsToDelete.size());
System.debug(' Opportunities: ' + opportunitiesToDelete.size());
System.debug(' Cases: ' + casesToDelete.size());
System.debug(' Leads: ' + leadsToDelete.size());
System.debug(' ─────────────────────────────────');
System.debug(' TOTAL: ' + totalRecords);
System.debug('═══════════════════════════════════════════════════════════════');
// ═══════════════════════════════════════════════════════════════════════════════
// STEP 6: DELETE (if not preview mode)
// ═══════════════════════════════════════════════════════════════════════════════
if (!previewOnly && totalRecords > 0) {
System.debug('');
System.debug('⚠️ DELETING RECORDS...');
// Delete in correct order (children before parents)
Integer deletedCount = 0;
// Delete Cases
if (!casesToDelete.isEmpty()) {
delete casesToDelete;
deletedCount += casesToDelete.size();
System.debug(' ✓ Deleted ' + casesToDelete.size() + ' Cases');
}
// Delete Opportunities
if (!opportunitiesToDelete.isEmpty()) {
delete opportunitiesToDelete;
deletedCount += opportunitiesToDelete.size();
System.debug(' ✓ Deleted ' + opportunitiesToDelete.size() + ' Opportunities');
}
// Delete Contacts
if (!contactsToDelete.isEmpty()) {
delete contactsToDelete;
deletedCount += contactsToDelete.size();
System.debug(' ✓ Deleted ' + contactsToDelete.size() + ' Contacts');
}
// Delete Leads
if (!leadsToDelete.isEmpty()) {
delete leadsToDelete;
deletedCount += leadsToDelete.size();
System.debug(' ✓ Deleted ' + leadsToDelete.size() + ' Leads');
}
// Delete Accounts (last - they're parents)
if (!accountsToDelete.isEmpty()) {
delete accountsToDelete;
deletedCount += accountsToDelete.size();
System.debug(' ✓ Deleted ' + accountsToDelete.size() + ' Accounts');
}
System.debug('');
System.debug('═══════════════════════════════════════════════════════════════');
System.debug('DELETE COMPLETE: ' + deletedCount + ' records moved to Recycle Bin');
System.debug('═══════════════════════════════════════════════════════════════');
} else if (previewOnly) {
System.debug('');
System.debug(' PREVIEW MODE - No records deleted');
System.debug(' To delete, set previewOnly = false and run again');
}
// ═══════════════════════════════════════════════════════════════════════════════
// SF CLI ALTERNATIVE
// ═══════════════════════════════════════════════════════════════════════════════
/*
For large datasets, use sf CLI Bulk API:
# Step 1: Query and export IDs
sf data query \
--query "SELECT Id FROM Account WHERE Name LIKE 'Test%'" \
--target-org myorg \
--result-format csv \
> delete-accounts.csv
# Step 2: Bulk delete
sf data delete bulk \
--file delete-accounts.csv \
--sobject Account \
--target-org myorg \
--wait 30
# For permanent delete (hard delete):
sf data delete bulk \
--file delete-accounts.csv \
--sobject Account \
--target-org myorg \
--hard-delete \
--wait 30
*/