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Uninstall ClosePlan:

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

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  1. Setup > Historical Trending > object CP Event > disable the checkbox Enable Historical Trending and Save

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  1. Go to ClosePlan Admin tab > Environment > Maintenance > click Delete Context Metadata button and Confirm. NOTE: See the troubleshooting section if button disabled.

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3. Go to Installed Packages and uninstall ClosePlan app

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Troubleshooting:

  1. If Delete Context Metadata button is disabled:

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The likely reason is that the Connected App configuration is broken (configuration for ClosePlan Metadata)

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If you need assistance, please contact the People.ai support team at support@people.ai

NOTE: If there is any problem, or you don't want to configure Connected App, this step can be also achieved manually by deleting all the records related to ClosePlan Custom Metadata Type objects.
To do that, navigate to Setup > Custom Code > Custom Metadata Types and click Manage Records. Delete all records for following objects:

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  1. If component type errors appear:

https://help.salesforce.com/s/articleView?id=000386372&type=1