Uninstalling ClosePlan
Overview
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 System Administrator
The User has assigned an active ClosePlan license
If your ClosePlan License has expired and you want to uninstall ClosePlan, please reach out to your People.ai sales representative or send an email to Support@people.ai
Uninstall ClosePlan
1. Historical Trending
Go to Setup > Historical Trending > Object: CP Event > disable the checkbox “Enable Historical Trending” and click Save
2. Delete Context Metadata
Go to ClosePlan Admin tab > Environment > Maintenance > click Delete Context Metadata button and click Save.
See the Troubleshooting section if the Delete Context Metadata button is disabled.
If there is no custom metadata to delete, you can move forward.
3. Uninstall
Go to Set up > Installed Packages > and click Uninstall next to the ClosePlan app.
Save a Copy
It is strongly recommended to ‘Save a copy of this package's data for 48 hours after uninstall’ and then download it.Save a Copy
Troubleshooting
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 next to ClosePlan Metadata Service, and then click Save.
Log in to your organization and return to the Delete Context Metadata button — it should now be active.
If the button is still disabled, please check and verify the following configurations:
Connected App (see also Connected App Workaround below)
Auth. Provider
Named Credentials
You can follow detailed instructions in our guide:
🔗 Environment Configuration
Connected App Workaround
If, due to internal policy or security restrictions, you are unable to configure the Connected App, this step can be completed manually by deleting all records related to ClosePlan Custom Metadata Type objects.
To do so:
Go to Setup > Custom Code > Custom Metadata Types > Manage Records and delete all records for the following objects:
Component Type errors
Uninstalling a package may produce errors related to certain component types (e.g., buttons, links, visualforce pages, custom fields, custom objects, folders, permission sets, Apex classes).
To resolve these issues:
Follow the instructions for each component type described in the Problem section
Or review the official Salesforce documentation here:
🔗 Salesforce Help Article
If you need assistance, please contact your CSM or the People.ai support team at support@people.ai.