How to Delete ALL DATA From ALL PERIODS

If you are looking to have all deals and results deleted and have data for less than a year, you will need to reopen all periods, delete results, until last period in their system. To do this:

1. Undo all periods that have previously been closed (see below on how to reopen periods)
2. Then go to Express > Results > Manage Deals > Delete All Deals.

If you would like to reset your fiscal year. Complete the above steps then go to Express > Setup > Other Settings > Section A

To reopen a closed period, you will need to:

1. Go to the Admin Tool in SFDC
2. Click "Delete Results".

   *Please wait until the webpage stops loading. This will indicate the results are done deleting.
   **Do not click "Delete Manual Adjustments". Only "Delete Results”.

3. Click "Unclose Period"

If at any time you cannot delete results, you can manually delete the results by going to:

1. Express > Results > Run Calculations
2. Made a Mistake > Undo All Calculations.
3. After the results have been deleted and the checkmark next to "Results" shows a gray checkmark, go back to the admin tool in SFDC and click "Unclose Period".

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 note, when it comes to reopening a period, it will not affect the credits, payments, or manual adjustments for that current period, however, it will delete all results and you will need to re-release any holds. It is not recommended to open up back up more than one period. If opening up a period from March to say January, where in February you changed your plans, your plans will not revert back to the original plans in January.

**If you have made any Role Hierarchy changes in SFDC in a closed period, these changes won’t revert back. For example, if you are in March where Rep A is a VP, but when you roll back to January Rep A was a manager, the system will not automatically make the hierarchy changes. Any credit/payments that were given to Rep A in January as a manager will not filter through his VP title. If you have any draws recovered in the previous periods opened, you will need to recover them again when you roll forward again.