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:

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

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

   

   1. 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:

1. 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:

  • After-Install Configuration

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

2. If component type errors appear:

https://help.salesforce.com/s/articleView?id=000386372&type=1