Work 365

Maintenance

30 views August 15, 2018 August 16, 2018 0

Maintenance involves deleting sent email event log records created by Report Scheduler add-on on regular basis. This can be automated by creating Bulk Delete jobs from Settings > Data Management section of CRM.

Bulk Deleting Emails

Sample Example: Creating Bulk Deletion job which runs every 7-day and deletes the email messages created by report-scheduler add-on with StatusReason=Sent:

Go-to Settings > Data Management > Bulk Record Deletion and click “New”:

Step 1: Start Bulk Deletion Wizard

Report_Scheduler_screenshot_17

Step2: Define Search Criteria

Report_Scheduler_screenshot_18

Step 3: Select Bulk Deletion Options:

Report_Scheduler_screenshot_19

Step 4: Submit Bulk deletion job

Report_Scheduler_screenshot_20

Bulk Delete Event log records:

Step 1: Start Bulk Deletion Wizard: same steps as that for deleting Email records.

Step 2: Define Search Criteria: Select “RS Event Log” as shown below:

Report_Scheduler_screenshot_21

Step 3: Select Bulk Deletion Options: same steps as that for deleting Email records.

Step 4: Submit Bulk deletion job: same steps as that for deleting Email records.

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