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To uninstall ClosePlan app from a Sandbox or a Production Org, 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

3. Go to Installed Packages and uninstall ClosePlan app

Troubleshooting:

If Delete Context Metadata button is disabled:

  • 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 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

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