Sales Conversation component for Salesforce – Uninstall Instructions
Please note that if you uninstall the Autochartist Sales Conversation App all your stored information will also be deleted, and you will need to set up the application again.
Please follow next step to uninstall application:
Delete Custom Metadata
Go to Setup->Custom Metadata Types
Click on Manage records link next to Sales Conversation Settings
On next page click on “Del” button next to SalesConversation label
Remove Sales Conversation field (page) from Lead and Contact Record Pages
Go to Setup->Object Manager->Contact->Page Layouts and click on Page layout where Autochartist Sales Conversation View is added(please note that you might added this view to multiple layouts – you will need to remove it manually from all Contact layouts where you added it)
Click on page layout where Autochartist Sales Conversation View is added
Click on button to remove “Autochartist Sales Conversation” section
Remove the same steps for Lead too.
Note: If you didn’t add Autochartist Sales Conversation View to layouts, you will not need to remove them.
Go to: Setup->Packaging->Installed Packages
Click on “Uninstall” next to “Autochartist Sales Conversations” package:
Scroll to bottom of next page, select checkbox “Yes, I want to uninstall this package and permanently delete all associated components” and click on Uninstall button:
In case if you didn’t follow uninstall instructions in previous steps, after you click on Uninstall button, you might get errors like this:
These messages are pretty clear and you will need to go back and either to delete Custom Metadata type or remove Sales Conversation View from Contact or Lead Layouts