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Salesforce: Deleting a Project File

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System Instructions

Introduction 
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These instructions review how internal NYSERDA staff delete a file from a Project Record in Salesforce as part of the Solicitation Application process. These instructions are not intended to show how to delete files associated with the Milestones & Deliverables module as part of project management after the project has been approved in Salesforce.

Instructions


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UI Steps
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UI Step

Access the Salesforce Project Record.


UI Step

Once in the Project Record, scroll down to the Documents Approval/Rejection section of the Project Record.



UI Step

In the Documents Approval/Rejection section, identify the name of the Project File that should be deleted.

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UI Step

Then, scroll down to the Project Contents section of the Project Record and click on the Project Content Number of the associated file located in the previous step. This will navigate you to the Project Content Detail screen for the selected file.

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UI Step

On the Project Content Detail screen, click on the Project Document name in the Project Documents section of the screen to be directed to the Project Document Record.

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UI Step

On the Project Document Record screen, click the Del option in the Notes & Attachments section to delete the file from the Project Record.

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UI Step

Upon returning to the Project Record, scroll to the Documents Approval/Rejection section. Confirm that the deleted file has been removed from the Project Record. A new or correct file can be uploaded now.

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