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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.”
Stale follow-up tasks clutter your activity lists, but deleting them carelessly can remove valuable contact engagement history. You need precise control to clean up incomplete tasks while preserving completed activities and relationship context.
Here’s how to execute selective mass deletion that protects your engagement history.
Delete tasks selectively while preserving engagement history
Coefficient offers precise control for mass deletion with relationship context preservation. You can identify safe-to-delete tasks, verify contact history protection, and execute targeted deletions that only affect incomplete follow-up tasks.
How to make it work
Step 1. Import tasks with full relationship context.
Configure a comprehensive import with Object: Task, including Id, Subject, Type, Status, WhoId, WhatId, Description, plus relationship fields like Who.Name and What.Name. Filter for Type = ‘Follow-up’ AND Status != ‘Completed’ to focus on incomplete tasks only.
Step 2. Flag safe-to-delete tasks with formulas.
Use spreadsheet formulas to identify stale tasks while protecting important ones: =IF(AND(DAYS(TODAY(), LastModifiedDate) > 60, Status <> “Completed”, NOT(REGEXMATCH(Subject, “Customer Success|Renewal”))), “DELETE”, “KEEP”). This flags old tasks while preserving critical follow-ups.
Step 3. Verify contact history preservation.
Cross-reference with Activity History to ensure completed tasks remain untouched. Verify that email and call logs are separate records and confirm that task deletion won’t affect the contact timeline. Salesforce stores these as independent objects.
Step 4. Execute targeted mass delete.
Filter to only “DELETE” flagged rows and use Coefficient’s DELETE export, mapping only the Id field for deletion. Task records are deleted while Contact records and their completed activity history remain completely intact.
Step 5. Maintain audit trail and recovery options.
Coefficient’s activity log maintains an audit trail of all deletions, and Salesforce’s Activity History retains completed tasks even after deleting incomplete ones. This ensures full engagement context remains visible to your sales team.
Clean up tasks without losing relationship context
Selective deletion removes clutter while preserving the engagement history that drives sales relationships. Completed activities and contact timelines remain intact throughout the cleanup process. Start cleaning your follow-up tasks with precision controls.
