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:

  • After-Install Configuration

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