Tuesday, January 9, 2018

Deleting a Salesforce Case with Tasks attached

When you are trying to delete a Case in Salesforce that has tasks attached, it sometimes will not allow you to delete the Case because the user doesn't have delete permissions on the task. When Salesforce deletes the Case, it attempts to delete all of the Tasks, it does not just disconnect the Tasks and leave them.

Currently (Winter 18 Release), there is no 'Task' permission that will fix this. The solution is that the user must take ownership of the Case. Once the user has ownership of the case they can delete the case and all of its tasks with it.

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