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To uninstall ClosePlan app from your a Sandbox or a Production , follow these stepsOrg, the following are required:

  • ClosePlan is currently installed

  • The User who will uninstall ClosePlan is a Sys Admin

  • The User has an active ClosePlan license

Uninstall ClosePlan:

  1. Go to ClosePlan Admin tab > Environment > Maintenance > hit Delete Context Metadata button and Confirm

...

2. Go to Setup > Historical Trending > object CP Event > disable the checkbox Enable Historical Trending and Save

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If Delete Context Metadata button is disabled:

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  • The Connected App configuration is broken (configuration for ClosePlan Metadata)

    • Go to Setup > Named Credentials > hit Edit by ClosePlan Metadata Service and Save.

    • Log in to your organization and hit return to the Delete Context Metadata button. It should be active.

  • If the button is still disabled, please check out the and verify the configuration for:

    • Connected app

    ,

    • Auth.Provider

    and

    • Named Credentials

    instructions

  • Instructions from our guide and configure all. In case you need a help, contact ClosePlan support team.

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