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Salesforce Service Cloud · Excel Guide

Batch Delete Salesforce Case Records Listed in a Google Sheet

2026-05-14
5 min read

The Scenario

The quarterly data audit is done. You identified 60 duplicate and test case records — sandbox debris that made it into production plus two rounds of an integration that created duplicates. You have an Excel workbook with all 60 Case IDs in column A. The Salesforce admin asked you to clean them up before close of business.

You open Salesforce. You find the first case. You click the dropdown. Delete. Confirm. Navigate back.

The bad version:

  • Open each case record individually by searching for the ID or navigating from the Cases list view.
  • Click the dropdown, select Delete, confirm the dialog, navigate back to the list.
  • Lose count around record 25 when the search returns the wrong case and you accidentally delete the wrong record.
  • Spend 90 minutes on a task whose entire value is that the records no longer exist.

Nobody measures success by how carefully you clicked Delete 60 times. They measure it by whether the audit workbook is clean by EOD.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook. It reads the Case IDs you've flagged, calls the Salesforce delete API for each one, and writes the result back — without you opening a single record manually.

Using the Case IDs in column B of my Excel file, remove all those Salesforce Service Cloud case records in one batch operation and write Deleted in column C for each success

What You Get

  • A bulk delete call for each Case ID in column B.
  • Column C updated with Deleted for each successful removal.
  • Any ID that returns an error (record not found, insufficient permissions) gets an error note in column C instead of silently failing.
  • A count of successful deletions written below the last row.

What If the Data Is Not Quite Ready

Some IDs are already deleted from a previous partial run

You don't want error noise from IDs that are already gone.

For each Case ID in column A where column B is blank, attempt to delete the Salesforce case record and write Deleted in column B for successes and the error message for failures — skip rows where column B already says Deleted

The IDs have leading or trailing whitespace from the export

Salesforce IDs with extra spaces won't match any record and will all fail.

Trim whitespace from every value in column A, then delete each corresponding Salesforce case record and write the result into column B

You want a dry run before committing

You have 60 IDs but want to confirm they all exist before deleting anything.

For each Case ID in column A, check whether the Salesforce case record exists and write Exists or Not Found into column B — do not delete anything yet

Validate, delete, and log results in one operation

Check existence, delete what exists, log what was skipped, and write a summary count.

For each Case ID in column A: verify the record exists in Salesforce, delete it if it does, write Deleted in column B for successes and Not Found or Error for failures, and write the total deletion count in the cell below the last row

One prompt handles the full cleanup with an audit trail.

Try It

Get the 7-day free trial of SheetXAI and open your cleanup workbook, then ask SheetXAI to run the batch delete. For related reading, see the hub overview or the spoke on compliance exports for cases you need to keep on record instead of deleting.

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