Deleting Data

To delete predefined or user-created data please follow the below steps:

Note: Only Account Owners and System Admins can to delete data. Deleting ideas can't be undone.

Ideas and Automations

1. Access the Idea or Automation Profile page.
2. On the lower bar, select Actions and click Delete.
3. The confirmation page is displayed. Enter a Comment.
4. Click Delete to confirm the action.

Automation Pipeline Ideas and Automations

1. Access Workspace > Automation Pipeline.
2. Select the checkbox of the ideas or automations to be deleted.
3. Select More Actions in the bottom left corner and choose Delete.
4. A confirmation message is displayed. Select Delete to confirm the action.

Components

1. Access Admin Console > Manage Components.
2. Click the Actions icon for the component.
3. Click Delete.
4. The confirmation page is displayed.
5. Click OK to confirm the action.

User

1. Access Admin Console > Manage Access > Assign Roles.
2. Select the user from the user's row.
3. The Edit User pop up is displayed.
4. Scroll down and click Delete.
5. A confirmation message is displayed. Click OK to confirm the action.

Applications From the App Inventory

Note: Delete the applications registered in the App Inventory only after deleting the ideas and components. If not, the following error message is displayed: The application is been used in ideas and/or components.

1. Access Admin Console > Platform Setup > App Inventory.
2. Click Edit.
3. The table information and rows become editable.
4. Click the Delete row icon (x) displayed on the right-hand side of each row, after the Source column.
5. A confirmation message is displayed. Click OK to confirm the action.