While there’s no harm in having old Powerpoints available within the Success Snapshot feature, there may come a time where you’d prefer to delete these files as you no longer reference them, or perhaps they were uploaded by mistake.
- Navigate to the Documents tab in Salesforce.
- Select the folder titled GainsightSuccessSnapshot, and click Go!, as pictured below:
Within the folder, you’ll see a list of all of the uploaded documents.
- Click the “Del” option to delete the appropriate file(s).
- Click OK.