Irreversible Changes to Data via UI: Causes, Implications, and Solutions

Causes of Irreversible Changes to Data via UI

Question

SIMULATION - What causes irreversible changes to data via UI?

Explanations

See the solution below.

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Changing field data type 2

Using the import wixard 3

Mass transfer 4

Mass delete 5

Mass reassign Account or Oppty Teams 6

Mass update addresses.

Irreversible changes to data via UI in Salesforce can be caused by various actions. Some of the most common causes of irreversible data changes include:

  1. Deleting records: If a user deletes a record via the Salesforce UI, it is permanently removed from the system and cannot be recovered. This action should only be performed with caution and after proper verification.

  2. Removing fields: If a user removes a field from a record type via the Salesforce UI, it will also be removed from all records associated with that record type. This action can cause a loss of data that may be difficult or impossible to recover.

  3. Changing field data types: If a user changes the data type of a field via the Salesforce UI, it may cause a loss of data. For example, changing a text field to a number field may result in the loss of text data that cannot be converted to a number format.

  4. Changing picklist values: If a user changes the values in a picklist via the Salesforce UI, it can cause a loss of data. For example, if a picklist value is changed from "Open" to "Pending," all records that previously had the "Open" value will no longer match that value.

  5. Changing sharing settings: If a user changes the sharing settings for a record via the Salesforce UI, it can cause a loss of data access. For example, changing the sharing settings for a record from "Private" to "Public" may allow other users to view and modify the record, potentially leading to data corruption.

In conclusion, Salesforce Administrators should always exercise caution when making changes to data via the UI, particularly when changes involve irreversible actions. Before making any such changes, it is recommended to thoroughly test them in a sandbox environment and create backups of the affected data.