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To uninstall the ClosePlan app from a Sandbox or a Production Org, the following are required:

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

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

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3. Go to Installed Packages and uninstall ClosePlan app

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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)

To resolve:

  • Go to Setup > Named Credentials >

    hit

    click Edit by ClosePlan Metadata Service and Save.

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

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

    • Connected app

    • Auth.Provider

    • Named Credentials

  • Instructions from our guide:

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