Deleting Plans

You can delete a plan from the Salesforce Plan Detail page or you can delete several plans in one go from the Plans list view.

Notes:

Notes

Deleting a plan also deletes the plan line items that belong to the plan.

You cannot delete a plan that has a status of "Active".

You cannot delete a plan from the enhanced Plan Detail page.

To delete a plan from the Salesforce Plan Detail page:

1. Click Delete on the Plan Detail page of the plan you want to delete.
2. Click OK.

To delete several plans:

1. Select the checkbox next to the plans you want to delete on the list view of the Plans tab.
2. Click Delete Plans.
3. To confirm, click Delete Plans.

Note:

Note

Only plans that are not "Active" are deleted.

Deleting Plan Lines

To delete a plan line item on the Plan Detail page do one of the following depending on whether the enhanced Plan Detail page is displayed:

• On the enhanced Plan Detail page, click the remove icon next to the product or service you want to remove.
• On the Plans tab, find the line you want to delete in the Plan Line Items related list on the Plan Detail page, then:
  • In Classic, click Del next to the plan line you want to delete, then click OK.
  • In Lightning Experience, click on the plan line you want to delete, then click Delete.