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Delete the Survey

Last Modify: 

29 Nov 2024


In Salesforce, only surveys in "Draft" status can be deleted. Published and archived surveys are protected from deletion to ensure that important data is not removed inadvertently.


When a survey in Draft status is deleted, it is permanently removed from Salesforce. This action is irreversible, and once a survey is deleted, it cannot be recovered. Since Draft surveys typically have no response or analytics data, there is no need to export any data before deletion.


You can delete a survey from two locations:

  1. The "Delete" button is at the top of the left panel.

  2. The "Delete" option is available in the dropdown action menu on the Survey List page.

To delete a survey, follow these steps:

  1. Go to the "Surveys" tab in Salesforce.

  2. Locate the survey that you want to delete, and select the "Edit Survey" button.

  3. Click on the "Delete" icon.

  4. A pop-up message will appear asking "Are you sure you want to delete this survey?"

  5. Carefully review the message and if you are sure you want to delete the survey, click the "OK" button.



Important Notes:


  • Only surveys in Draft status can be deleted. Published and archived surveys cannot be deleted.

  • Once a survey is deleted, it cannot be restored.

  • Because Draft surveys lack response data, exporting data is unnecessary before deletion.

Ensure you carefully confirm the deletion action, as it is final and cannot be reversed.



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