Uninstalling the InsideView Unified Package from Salesforce CRM

This article provides instructions to uninstall the InsideView Unified Package from your Salesforce CRM.

Prerequisites

Before uninstalling the InsideView Unified package, remove the following InsideView components:

Removing the InsideView Visualforce Component

Note: Repeat these steps for each entity on which the InsideView Visualforce component is added. The InsideView Visualforce component is present on the Account, Contact, Lead, or Opportunity object.

1. Open an Account, Contact, Lead, or Opportunity in Salesforce. For example, open the InsideView Technologies, Inc account.
2. Click the Setup icon and select the Edit Page link as illustrated below:

   

3. In the Account Record page, click the Remove icon for the InsideView Visualforce component and click Save.

   

   Note: If the InsideView CRM View is present in the detail tab of the entity, edit the corresponding page layout and remove the InsideView Canvas App. If there are any workflow rules written on top of InsideView custom fields, they need to be deleted too.

Removing the InsideView external objects for Salesforce’s Federated Search

1. Click the Setup icon and enter External Objects in the Search bar and click Enter.

   

2. In the External Objects page, click the Erase link beside InsideView Accounts and InsideView Contacts.

   

3. In the confirmation pop-up, select the Yes, I want to permanently delete the external object type check box and click Delete.

   

Uninstalling the InsideView Unified package

Now, you can uninstall the InsideView Unified package from your Salesforce instance. To do so, follow these steps: