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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
When you deactivate sales sequences, the associated incomplete tasks remain in Salesforce and continue cluttering activity lists. Native mass delete tools require multiple operations and can’t easily identify sequence relationships.
Here’s how to clean up all related tasks in a single coordinated operation.
Execute comprehensive sequence cleanup in one operation
Coefficient enables coordinated cleanup by joining sequence and task data for comprehensive identification. You can process thousands of related records simultaneously while maintaining relationship integrity throughout the operation.
How to make it work
Step 1. Import sequence and task data together.
Set up related imports for your custom sequence object (or Campaign) with Status field and Tasks with sequence association fields. Include Task Id, Status, Related Sequence ID, Sequence Status, and use custom SOQL if needed for complex relationships.
Step 2. Create master deletion list with data joins.
Join Task and Sequence data using VLOOKUP to identify all tasks from deactivated sequences. Filter for Sequence.Status = ‘Inactive’ or ‘Deactivated’ and further filter for Task.Status != ‘Completed’. Validate that sequence associations are correct before proceeding.
Step 3. Execute single bulk operation.
Consolidate all identified tasks in one sheet and use Coefficient’s DELETE export action. Set batch size to maximum (10,000 records) and enable parallel processing for speed. This processes the entire cleanup in one coordinated operation instead of multiple manual runs.
Step 4. Verify results and maintain audit trail.
Monitor deletion results in status columns and export deletion logs for compliance. Verify that no active sequence tasks were affected and update sequence records to reflect the cleanup completion.
Step 5. Automate future sequence cleanup.
Schedule monthly imports to identify and flag deactivated sequences automatically. Set up automated task cleanup following sequence deactivation to prevent future accumulation of orphaned tasks.
Process sequence cleanup faster than native tools
Single operation cleanup is significantly faster than Salesforce’s native mass delete, which limits operations to 250 records at a time. Coordinated processing maintains relationship integrity throughout. Start cleaning your deactivated sequences with comprehensive bulk operations.
