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Delete large number of conversations

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Jeffrey Aftel
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You may want to delete a large number of Gong conversations and their associated  child records to reduce the amount of data storage used in Salesforce. Gong for Salesforce creates 25-40 records for each conversation, and therefore customers may want to remove older conversations. This article describes how to delete the relevant conversations together with their associated child records.

Note

  • Only records created by Gong are deleted. No Salesforce records are deleted.

  • We used dataloder.io, a free online export/import/delete solution (Acquired by Mulesoft), to export the conversations to delete. You can use any tool for this action.

  • Queries in the article contain explicit dates. Make sure to update these values based on your requirements

We recommend this process instead of a direct deletion of the records, as conversation records are updated over time, for example if trackers are updated. Conversations that are updated by Gong are first deleted together with their associated records and then recreated. This process ensures all the relevant objects are deleted.

Identify records to delete

This section explains how to identify the conversation records you want to delete and export the IDs to a CSV file.

To export a list of conversation IDs to delete using SOQL queries:

  1. Select New Task > Export

  2. Select the Tracker object and click Next

  3. In the Fields pane select Record ID. In the Filters section, build the query that will define which Tracker records to export. This filter should relate to the start date of the Conversation records, through the Gong__Gong_Interaction__r.Gong__Call_Start__c field.

  4. Click + to add the query

  5. Check the selected field and the SOQL query are correct and click Next

  6. Review the summary and click Save & Run

  7. Click the success link to download the .csv file with the IDs of the Tracker records you want to delete

  8. Repeat steps 1 to 7 for all the related conversation child records, and save all the .csv files.

  9. Create the .csv file for the conversation object.

Below are the queries to identify the conversation and child records to be deleted. Adjust the dates as needed.

Export Tracker Ids:

SELECT Id FROM Gong__Tracker__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Export Topic Ids:

SELECT Id FROM Gong__Topic__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Export Interaction Stats Ids:

SELECT Id FROM Gong__Call_Stat__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c > 2020-05-20T00:00:00.000Z

Export Scorecards IDs:

SELECT Id FROM Gong__Gong_Scorecard__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Export Participant Ids:

SELECT Id FROM Gong__Call_Participant__c WHERE Gong__Gong_Call__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Gong Related Accounts IDs:

SELECT Id FROM Gong__Related_Account__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Gong Related Contacts Ids:

SELECT Id FROM Gong__Related_Contact__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Gong Related Leads Ids:

SELECT Id FROM Gong__Related_Lead__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Gong Related Opportunities Ids:

SELECT Id FROM Gong__Related_Opportunity__c WHERE Gong__Gong_Interaction__r.Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Gong Conversation Ids:

SELECT Id FROM Gong__Gong_Call__c WHERE Gong__Call_Start__c < 2020-05-20T00:00:00.000Z

Delete records with IDs in CSV file

This section displays how to delete records in the Tracker object.

To delete the records:

  1. Select New Task > Delete

  2. Select the Tracker object

  3. Click Upload CSV, browse to Tracker IDs.csv file you created in the previous step and click Next.

  4. Review the summary, select Use Bulk API. Click Save & Run.

  5. Review the task execution

  6. Repeat steps 1 to 5 to delete the records for each .csv file.

Update conversation export dates

In Gong, update the date you started importing conversations to Salesforce so that the conversations aren’t exported again.

You must have tech admin permissions to do this.

To update conversation export dates:

  1. Go to Company Settings → Salesforce.

  2. In Export to Salesforce, change the date for Export call data to Salesforce from to the relevant date.

  3. Click Update to save the changes.