How to Delete TaroWorks Answer Data to Free Up Storage?

TaroWorks Answer data can consume a significant portion of your Salesforce storage. To manage storage limits effectively, you can periodically delete Answer records, provided they've been properly mapped to Salesforce Objects.
Note: This process is irreversible. Ensure you complete all backup and field-mapping checks before deletion.

Before you begin

1. Verify Field Mapping
   • Ensure all relevant data is field mapped to the corresponding Salesforce Objects.
   • Unmapped data will be permanently lost upon deletion.
2. Export Answer Data as a backup.
   • Export the records you intend to delete.
   • Select all fields in the export.
   • Save an extra copy of the generated CSV file.

Steps to Delete Answer Data

1. Review Storage Usage.
2. Identify High-Volume Forms.
   • Navigate to Forms Manager.
   • Sort by Response Count to find Forms with the largest data volume.
     
3. Confirm Field Mapping for these Forms.
   • Double-check check mapping for the high-volume Forms
   • If a Form is not mapped, DO NOT proceed with deletion.
4. Generate Answer Object Report.
   • Navigate to Reports.
   • Create a report for the Answer Object.
   • Ensure the Answer ID is included in the report column.
     
5. Export the report as CSV.
6. Delete the records via Data Loader
7. Permanently remove the deleted records in the Org Recycle Bin.