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.

  1. Navigate to the Documents tab in Salesforce.
  2. 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.

  1. Click the “Del” option to delete the appropriate file(s).
  1. Click OK.