### 1. Manual ways to delete opportunities in SalesforceBefore we automate anything, you need to be rock-solid on the native Salesforce paths. These are the playbooks your AI agent will eventually follow.#### 1.1 Delete a single opportunity from the record page1. Log in to Salesforce and go to the **Opportunities** tab from the top navigation bar.2. Use the search bar or list views to find the specific opportunity.3. Click the **Opportunity Name** to open the record.4. In Lightning Experience, click the **Delete** button in the top-right corner of the record (in Classic, look for the **Delete** button near the top).5. Confirm in the pop-up dialog. Salesforce moves the record to the **Recycle Bin**.Official overview of Opportunities: https://help.salesforce.com/s/ (search for “Opportunities”).#### 1.2 Delete from the Opportunities list view1. Navigate to **Opportunities**.2. Choose a relevant list view (e.g., **My Closed Opportunities**, **Stale Deals > 90 days**).3. Hover over the row you want to delete.4. Click the **down arrow** at the right of the row and choose **Delete**, or use the **Del** link if it appears.5. Confirm deletion in the pop-up.This is ideal when you’re eyeballing one-off bad records, but it doesn’t scale.#### 1.3 Bulk-delete via list view (multi-select)1. From **Opportunities**, open or create a list view filtered for deals you plan to delete (e.g., **Stage = Closed Lost** AND **Last Activity Date < LAST_YEAR**).2. Click the **checkbox** column in the header to select all, or tick specific deals.3. Click **Delete** (or **Delete Selected**) from the list view actions.4. Confirm. All selected opportunities move to the **Recycle Bin**.Pros: Fast for dozens of records. Cons: Easy to make mistakes if filters are sloppy—always double-check your criteria.#### 1.4 Delete from the Account or Contact related list1. Open an **Account** or **Contact** record.2. Scroll to the **Opportunities** related list.3. Click the **Del** link next to the opportunity you want to remove.4. Confirm deletion.This is useful when cleaning a specific customer’s history before handover.#### 1.5 Restore from the Recycle Bin (safety net)1. Click the **App Launcher** (grid icon) and search for **Recycle Bin**, or click **Recycle Bin** from your profile menu (depending on your org setup).2. Filter for **Opportunities**.3. Select the records you want to restore.4. Click **Undelete**.Salesforce also restores most related items (tasks, events, notes) when an opportunity is undeleted.Learn more about deletion and recovery: start at https://help.salesforce.com/s/ and search “Recycle Bin”.---### 2. No-code automation methods (less clicking, more rules)Once you’ve mastered the manual path, you can start reducing human touches.#### 2.1 Salesforce Flow for auto-cleanup**Salesforce Flow** (Setup → **Flows**) lets you set rules like “auto-delete lost deals older than 18 months.”High-level steps:1. Go to **Setup → Process Automation → Flows**.2. Create a **Scheduled Flow** that runs nightly.3. Add a **Get Records** element for **Opportunity** with filters: - **Stage = Closed Lost** - **Last Modified Date <= TODAY() - 540** (18 months) or your timing.4. Loop through the collection.5. For each record, add a **Delete Records** element.6. Test in a **sandbox** first with a very small sample and logging.Pros: Native, no external tools, repeatable. Cons: Less transparent to non-admins, easy to misconfigure.Docs hub for Flow: https://help.salesforce.com/s/ (search “Salesforce Flow Basics”).#### 2.2 Google Sheets as a human-approval layerYou don’t have to delete directly from Salesforce. Many RevOps teams prefer an approval spreadsheet.1. Export candidate opportunities from Salesforce (via **Reports → Export**) into **Google Sheets**, or connect via **Data Connector for Salesforce** (official add-on: https://workspace.google.com/marketplace/app/data_connector_for_salesforce/568123958505).2. Add columns like **Owner Approval (Y/N)**, **Reason**, **Keep?**.3. Share the sheet with sales managers to mark which deals should be removed.4. Use **filters** and **conditional formatting** in Sheets to highlight records approved for deletion.5. Once approved, your admin or ops person manually deletes those opportunities in Salesforce using the steps in Section 1.Pros: Clear audit trail, easy collaboration. Cons: Still manual at the final step.#### 2.3 iPaaS tools (Zapier/Make) with Google SheetsNo-code platforms can bridge Google Sheets and Salesforce.Conceptual flow:1. Trigger: A new row in a specific **Google Sheets** tab marked `Delete = TRUE`.2. Look up the **Opportunity ID** or an external ID in Salesforce.3. Call **Delete Record** action on the Opportunity.4. Log the result (success/failure) back in Sheets.You’ll need:- A Salesforce connection (with API access).- A strict mapping between the Sheets row and the Salesforce Opportunity (ID is best).Pros: Good for admins comfortable with no-code tools. Cons: Still rule-based; doesn’t “think” like a user, limited for complex exceptions.---### 3. AI agent workflows at scale (Simular-style automation)Now the fun part: letting an AI computer agent handle the clicks just like a human—only faster and without complaining.Imagine this weekly story:- Your RevOps leader curates a **Google Sheets** tab of opportunities to retire: IDs, links, reasons, manager sign-off.- A Simular AI agent runs every Friday night.- It opens your browser, logs into **Salesforce**, cross-checks each row, and deletes the right records while you sleep.#### 3.1 Agent reads Sheets, cleans SalesforceWorkflow:1. Configure a **Simular Pro** agent on your Mac (see https://www.simular.ai/simular-pro).2. Give it access to: - Your browser where Salesforce runs. - The Google Sheet containing opportunities to delete.3. High-level task description you’d provide: - Open the Google Sheet `Stale_Opportunities_To_Delete`. - For each row where `Delete = TRUE`, open the Salesforce link or search by Opportunity ID. - Verify Stage and dates match the row (to prevent mismatches). - Click **Delete**, confirm in the dialog. - Log the result (Deleted / Skipped) into a `Status` column in Sheets.4. Run the agent in “dry run” mode first, watching every step (Simular’s transparent execution lets you inspect and tweak actions).**Pros**- Mimics a real user across browser and Sheets.- No need for APIs or custom integrations.- Transparent logs: every click and delete is inspectable.**Cons**- Requires careful onboarding and clear instructions.- You still need governance around which records the agent is allowed to touch.#### 3.2 Agent as a production job with webhooksOnce you trust the workflow, move it into your production rhythm.1. Use a webhook or scheduler in your existing pipeline (or a cron job) to trigger the Simular agent nightly.2. The agent: - Opens the latest **Google Sheets** view of deals marked for deletion. - Cleans Salesforce using the same steps. - Writes a summary sheet: number deleted, skipped, or failed.3. Your RevOps team reviews the summary on Monday instead of spending hours of manual cleanup.**Pros**- Production-grade reliability across thousands of steps.- Perfect for agencies managing many client orgs or fast-scaling sales teams.**Cons**- Requires initial setup time.- You should still keep safeguards (e.g., only delete if Stage = Closed Lost and older than X days).#### 3.3 Agent as safety-first assistantYou can also flip the script: instead of auto-deleting, the agent prepares everything and lets a human click once.1. The agent compiles a new Google Sheet from Salesforce listing suggested deletions (based on rules you define).2. Sales leaders review and approve.3. A second agent run performs the actual deletes only on `Approved = TRUE` rows.This gives you:- AI speed for discovery and preparation.- Human judgment at final decision points.By starting with the manual methods, layering no-code tools, and then handing the keystrokes to an AI computer agent, you turn “how to delete an opportunity in Salesforce” from a chore into a controlled, scalable workflow that your team barely has to think about.

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