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

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2. Delete Context Metadata

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

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• If there is no custom metadata to delete, you can move forward.

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3. Uninstall

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

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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

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Troubleshooting

Delete Context Metadata button is disabled

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The likely reason is that the Connected App configuration is broken (configuration for ClosePlan Metadata)

To resolve:

1. Go to Setup > Named Credentials, click Edit next to ClosePlan Metadata Service, and then click Save.

2. 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:

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Component Type errors

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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