Support Center | Administration | Uninstalling Campaign Monitor for Salesforce

Uninstalling Campaign Monitor for Salesforce

  • Before uninstalling any Salesforce application you need to remove dependencies.

  • If you are on a paid for plan you first need to contact us to cancel.

  • Generally only a Salesforce administrator can uninstall.

Automated uninstall process.

We have built a fully automated uninstall process. However, it is possible that this flow may not work, particularly if our application has been customized or it runs into a conflict.  If this happens there are manual steps below.

To start the automated process click one of the buttons below depending on what type of Salesforce environment you are working with.

Manual install process.

There are two dependencies you need to remove, page layouts and permission sets.

Start by removing page layouts.

  1. In Salesforce go to the Campaign Monitor admin app.

  2. Click on the General Settings tab.

  3. Select the Maintenance option.

  4. From here click Remove Layouts.

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Next you need to remove users from our two permission sets.

  1. In Salesforce go to the Campaign Monitor admin app.

  2. Click on the General Settings tab.

  3. Then select User Security.

  4. Search and select for the user(s) you want to assign the permission set to.

  5. Click the Edit Permissions button.

  6. Select the None and click Assign Permission Set.

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Finally with all dependencies removed you can now uninstall the package.

  1. Click Setup.

  2. In the Quick Search type installed.

  3. Next to Campaign Monitor for Salesforce, click Uninstall.

  4. Choose whether or not to save a copy of the package's data.

  5. Select Yes, I want to uninstall this package and permanently delete all associated components.

  6. Click Uninstall.

The uninstall process takes some time, once completed you will receive an email from Salesforce.

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