Blocking Quotes from Being Deleted

To prevent quotes from being deleted:

  1. Go to Setup > Security > Data Deletion.
    A new page displays.
  2. In Blocked Data > Blocked Quotes, enter the number of the quote you want to block from deletion.
    The field offers autocomplete suggestions as you start typing a search query. Quote numbers matching the input are displayed as suggestions. Alternatively, you can select a quote number from the drop-down list. The selected quotes are displayed below the Blocked Quotes search field.
  3. Click Save.
    A confirmation message displays.

Restrictions for Blocked Quotes

When you block a quote:

  • The quote status is set to Blocked.
  • The quote cannot be deleted manually or via the API.
  • View is the only available action on the Load Quote page.
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