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