Before you begin
- Follow your organization’s approved identity-verification process. Do not rely only on information included in the deletion request.
- If you cannot verify the requester or the scope is unclear, stop and escalate the request to your privacy owner.
- Confirm that your role has the Delete contacts permission (
contacts.delete). The UI hides deletion actions without it, and the API also rejects unauthorized deletion requests. - Review every contact record in scope, including possible duplicates, before selecting anything.
- Complete any audit or legal steps your organization requires outside cx before deletion.
Review the deletion scope
Deleting a contact permanently removes the contact’s core data from cx, including:- The contact profile, identifiers, tags, and custom contact fields
- Tickets and messages linked to the contact
- Other core records that depend on that contact
Delete one contact
1
Open Contacts
Go to Contacts in the sidebar, or open Contacts.
2
Review the contact
Search for the person, open their profile, and confirm that the profile and linked support history are in the approved scope.
3
Delete and confirm
Click Delete. Review the confirmation, verify that it names one contact, and confirm the permanent deletion.
4
Verify the result
Wait for the success message. Search Contacts again and confirm that the deleted contact no longer appears.
Delete contacts in bulk
Bulk deletion applies to the contacts selected on the current page only. It does not automatically include matching contacts on other pages.1
Select the current-page contacts
In Contacts, select each approved contact or use the current-page selection control. Review the selected rows before continuing.
2
Check the exact count
Start the bulk delete action and compare the exact count in the confirmation with your approved deletion list. Cancel if the count or selection is wrong.
3
Confirm the permanent deletion
Confirm only after the count and selected contacts match. cx permanently deletes the selected contacts and their linked core records.
4
Verify the result
Search for the deleted contacts and confirm that none of the selected records remain. If your scope spans more pages, review and process each page separately.
External effects
- Complete required deletion or update steps in every third-party system separately.
- Do not assume that deleting a contact in cx cancels orders, subscriptions, deliveries, refunds, or other external business processes.
- If an integration later sends the person’s data to cx again, a new contact or support record may be created. Update the source system when your approved process requires it.
Verification and records
After deletion:- Search Contacts using the identifiers covered by your approved verification process.
- Confirm that the deleted contact and linked tickets are no longer available in cx.
- Confirm completion in each in-scope third-party system.
- Record only the operational evidence your policy requires, outside the deleted cx contact. Do not recreate unnecessary personal data in the audit record.
Recovery and escalation
Deleted cx data cannot be recovered. If you deleted the wrong contact, stop further deletion work and notify your privacy owner immediately. Do not recreate the contact from memory or copy data back from another system unless your approved recovery process authorizes it. Escalate to your privacy owner when:- The requester’s identity cannot be verified
- The request, contact match, or deletion scope is uncertain
- Retention, legal hold, or audit requirements may apply
- The confirmation count does not match the approved list
- Verification after deletion shows remaining or recreated data
Troubleshooting
I do not see Delete Check Settings → Permissions, or open permissions. Your role needs Delete contacts (contacts.delete). The same permission is enforced by the API.
The customer has more than one contact record
Review every possible match under your organization’s approved identity-verification process. Include only records confirmed to belong to the requester and covered by the approved scope. Escalate uncertainty instead of guessing.
Data still appears in an external tool
This is expected until that system’s own deletion or update process is completed. Deletion in cx does not purge third-party systems.