Delete

The Delete action adds a button that permanently removes the current record from your database. When a user clicks it, the record - along with all its field data - is gone for good. There is no trash bin or undo. Use this action carefully and only in layouts where deletion is a deliberate, expected action.

When to use it

• Removing cancelled projects that are no longer relevant.
• Cleaning up test records or duplicate entries.
• Giving administrators the ability to permanently remove contacts, leads, or tasks.
• Building a data management interface where housekeeping is a regular task.

How to add it

1. Open the layout editor for the detail or edit layout where you want the button.
2. Click Add Block in the desired position.
3. Select Action from the block type list.
4. Choose Delete from the action options.
5. Optionally rename the button label (e.g. "Remove Record" or "Delete Contact").
6. Save and publish your layout.

Example

You manage a project tracker for your business. When a project is cancelled and you want it out of the system entirely, you open its detail page and click Delete Project . The record is immediately removed from the Projects object - it no longer appears in any lists, queries, or reports. Because deletion is permanent, you've placed this button only in the admin version of the project detail layout, keeping it out of reach for regular team members.

Tips

• If you're unsure whether users should be able to delete records, leave this action out - you can always add it later.
• Consider adding a Status field to your object (e.g. Active / Archived / Cancelled) as an alternative to deletion. Archiving a record preserves the data while keeping it out of day-to-day views.
• Place the Delete button visually separated from the Save button - ideally at a different position or styled differently - so users don't click it by accident.