To uninstall the 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:
Go to Setup > Historical Trending > object CP Event > disable the checkbox Enable Historical Trending and Save
Go to ClosePlan Admin tab > Environment > Maintenance > click Delete Context Metadata button and Confirm.
NOTE:
If there is any problem, this step can be achieved also 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:
3. Go to Installed Packages and uninstall ClosePlan app
Troubleshooting:
If Delete Context Metadata button is disabled:
The likely reason is that the Connected App configuration is broken (configuration for ClosePlan Metadata)
To resolve:
Go to Setup > Named Credentials > 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
If component type errors appear:
https://help.salesforce.com/s/articleView?id=000386372&type=1