7 Steps to Successfully Close and Delete Your Salesforce Account

Closing and deleting a Salesforce account can seem like a daunting task, but with the right steps, it can be done smoothly and efficiently. In this guide, we will walk you through the process of closing and deleting a Salesforce account step-by-step.

Step 1: Back up your data

Before you close and delete your Salesforce account, it is essential to back up all the data that you want to keep. This includes contacts, leads, opportunities, and any other important information. You can do this by exporting the data to a CSV file or using a data loader tool.

Step 2: Cancel any active subscriptions

If you have any active subscriptions with Salesforce, make sure to cancel them before proceeding with the deletion of your account. This will prevent any unexpected charges on your credit card.

Step 3: Deactivate all users

To delete a Salesforce account, all users must be deactivated first. Go to the Setup menu and select Manage Users. From there, click on Users and then select all the users that you want to deactivate. Click on the Deactivate button and confirm the action.

Step 4: Remove customizations

If you have made any customizations to your Salesforce account, such as custom fields or workflows, make sure to remove them before deleting the account. You can do this by going to the Setup menu and selecting the Object Manager. From there, select each object and remove any customizations associated with it.

Step 5: Submit a request for account deletion

Once all the previous steps have been completed, you can submit a request for account deletion to Salesforce. To do this, go to the Help & Training menu and select Contact Support. Fill out the form with the necessary information and submit it.

Step 6: Confirm the deletion

After submitting the request for account deletion, you will receive an email from Salesforce with a link to confirm the deletion of your account. Click on the link and follow the instructions to complete the process.

Step 7: Verify the deletion

To ensure that your account has been successfully deleted, try to log in to Salesforce with your credentials. If the account has been deleted, you will receive an error message stating that the username or password is incorrect.

Congratulations, you have successfully closed and deleted your Salesforce account! Remember that this action is irreversible, so make sure to back up all the necessary data before proceeding. We hope this guide has been helpful in simplifying the process for you.