To delete predefined or user-created data please follow the below steps:
Deleting Rights
Only Account Owners and System Admins are allowed to delete data.
Ideas and Automations
- Access the Idea or Automation Profile page.
- On the lower bar, select Actions and click Delete.
- The confirmation page is displayed. Enter a Comment.
- Click Delete to confirm the action.
Automation Pipeline Ideas and Automations
- Access Workspace > Automation Pipeline.
- Select the checkbox of the ideas or automations to be deleted.
- Select More Actions in the bottom left corner and choose Delete.
- A confirmation message is displayed. Select Delete to confirm the action.
Components
- Access Admin Console > Manage Components.
- Click the Actions icon for the component.
- Click Delete.
- The confirmation page is displayed.
- Click OK to confirm the action.
User
- Access Admin Console > Manage Access > Assign Roles.
- Select the user from the user's row.
- The Edit User pop up is displayed.
- Scroll down and click Delete.
- 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.
- Access Admin Console > Platform Setup > App Inventory.
- Click Edit.
- The table information and rows become editable.
- Click the Delete row icon (x) displayed on the right-hand side of each row, after the Source column.
- A confirmation message is displayed. Click OK to confirm the action.
Updated 2 months ago