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 Sys Admin

• The User has 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

Historical Trending

1. Go to Setup > Historical Trending > Object: CP Event > disable the checkbox “Enable Historical Trending” and click Save

Open

Delete Context Metadata

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

   Open

   

   Note: See the Troubleshooting section if the Delete Context Metadata button disabled.
   
   If there is no custom metadata to delete, you can move forward.

Uninstall

1. Go to Set up > Installed Packages > and click Uninstall next to the ClosePlan app.

Note - 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.

Troubleshooting

Delete Context Metadata button is disabled

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 (see also Connected App Workaround)

  • 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 your CSM or the People.ai support team at support@people.ai

Connected App Workaround

If during this process it is not possible, due to security or internal policy, to configure the Connected App, this step can also be 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 > click Manage Records. Delete all records for following objects:

• CP Definition

• CP Record Layout

• CP Value Context

2. If a Component Type error appears:

   1. Uninstalling a package may produce an error related to a component type (button, link, Visualforce page, custom field, custom object, folder, permission set package, Apex class). In order to remove these errors, review the Salesforce documentation here:
      https://help.salesforce.com/s/articleView?id=000386372&type=1