Clear

The Clear Task allows you to remove records from a Map in Excel without deleting them from your CRM. The records will continue to exist in Salesforce.

Clear Task offers two modes: Clear All and Clear Record ID. The clear task support Conditional Filters, ensuring operations only run when filter conditions are met. This prevents unintended data clearing and gives Designers greater control.

Getting Started

1. Click Task and select New Clear Task.

2. The Clear Task window will open, displaying the following options:

   • Name

   • Map

   • Object Name

   • Mode

Modes

Clear All

The Clear All mode removes all records from Excel and re-initializes the Map. Designers can enable the option Ask for confirmation before clearing records to avoid accidental deletions. Operations only proceed when Conditional Filter criteria are met.

Clear Record ID

The Clear Record ID mode keeps records in Excel but removes their association with your CRM. When saved, these records are processed as new records in your CRM. Operations only proceed when Conditional Filter criteria are met.