How to Purge Past Data Without Reopening Periods

To Purge Data from Express:

1. Go to Salesforce > "+" > Admin Tool
2. Under the line item "Purge all deals and calculated results up to the selected period" > click "Purge"

If you do not have "Admin Tool" under the "+", it is set to "Tab Hidden" on your SFDC profile. You will need to have your SFDC Admin add it to your profile. To add it to your profile:

1. Go to the user's profile > click "Edit"
2. Search for "Admin Tool" > Change from "Tab Hidden" to "Default On".

Please be aware that:

• You will need to purge by a period in the previous fiscal year
• This will remove all data including payout information and historical information in the periods purged.
• Purging will delete all past Commission Statements
• Purging is meant to remove all data from a specific period from Salesforce. This should be considered a permanent deletion and the data cannot be recovered fully. 
• Purging should be used when past, historical data is no longer needed. Before purging, it is recommended to export all data from Salesforce Report and/or download all Commission Statements for each rep in the periods being purged. This data cannot be recovered. 

Overall, purging is a soft delete in Salesforce. To complete a hard delete you will need to empty the Salesforce Recycle Bin. Once the Salesforce Recycle Bin is emptied it cannot be recovered.