Delete customer lists as necessary.
To manage customer lists, you must have permission to access .
A customer list is a group of customer records that can be shared across multiple sites. Customer lists enable customers to create a profile for one site and use that profile for other sites where that customer list is assigned.
Important If you delete a customer list on Production, also delete it on
Staging so that it isn't replicated back to Production. It's best practice to delete a
customer list on Staging first, and then replicating to Production. Deleting a customer
list on Production by replication can be undone if you roll back the replication.
However, you can't restore a customer list on Staging. If you simply re-create the
customer list with the same ID on Staging and perform the replication again, the
customer list is replaced on Production. All customer data in that customer list is
deleted on Production.
Note Because active data is collected per site, Business Manager shows the active data of
the customers of the currently selected site.
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Click App Launcher
, and then select .
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In the Sites column, make sure that there are no sites assigned to the list.
When you delete a customer list, consider the following:
- If a customer list is assigned to one or more sites, you can't delete the customer list.
- Unassign the list from all sites first. There's no cross-instance check whether a customer list is assigned or not. For example, you can delete an unassigned customer list on Staging when its corresponding customer list on Production is assigned.
- On a Production instance, you must contact Salesforce Support to delete a customer list.
- On a Staging instance, you can delete a customer list if it isn't replicated to a Production instance. To delete a replicated customer list, contact Salesforce Support.
Important If you delete a customer list, you can delete all of your customer data. The lost data is likely not recoverable. -
If there are customers in the list and you want to delete them, do the
following:
- Click the customer list name.
- On the Customer List page, click the Customers tab.
- To find all customers, click Find.
- Click Delete All and click OK when prompted.
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On the Batch Processes page, click Refresh until the
Deleting Customersprocess showsSuccessin the Status column. - Select .
- On the Customer Lists page, check the box for any list you want to remove and click Delete. If a site is assigned to it, a customer list can't be deleted.
- On the Site Assignments tab, specify the sites that use a different customer list and click Apply.