Uninstalling ClosePlan

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

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2. Go to ClosePlan Admin tab > Environment > Maintenance > click Delete Context Metadata button and Confirm. NOTE: See the troubleshooting section if button disabled.

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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:

  • https://peopleai.atlassian.net/wiki/spaces/TMPDOC/pages/47843901389#After-InstallConfiguration-ClosePlanEnvironmentConfiguration

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

NOTE: If there is any problem, or you don't want to configure Connected App, this step can be also achieved 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:

2. If component type errors appear:

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