Context
This article provides instructions on how to uninstall the Demandbase Charts and App packages from your Salesforce environment.
Prerequisites/Preparation
You must have Admin privileges within your Salesforce environment.
Steps: Remove the Demandbase ABX Visualforce Chart
- Log in to Salesforce as an Admin user.
- At the top right, click the Setup icon.
- In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object to remove the Demandbase Visualforce chart from. For example, Account.
- Click Page Layouts.
- Choose the page layout to edit.
- Go to the Visualforce Pages section, search for Demandbase Tabs, and click the Remove icon.
- Click Save.
- Repeat the steps for the Opportunity object if needed.
Steps: Remove the Demandbase One for Sales Visualforce Chart
- Log in to Salesforce as an Admin user.
- At the top right, click the Setup icon.
- In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object to remove the Demandbase Visualforce chart from. For example, Account.
- Click Page Layouts.
- Choose the page layout to edit.
- Go to the Visualforce Pages section, search for InsideView Account Connector, and click the Remove icon.
- Click Save.
- Repeat the steps for Lead and Opportunity objects if needed.
Steps: Remove Demandbase One for Sales Federated Search Custom Objects
- Log in to Salesforce as an Admin user.
- At the top right click the Setup icon.
- In the left navigation area, quick search for External Objects.
- In the External Objects page, click the Erase link beside InsideView Accounts and InsideView Contacts.
- In the confirmation pop-up, select the Yes, I want to permanently delete the external object type checkbox and click Delete.
Steps: Uninstall the Demandbase ABX App Package
- Log in to Salesforce as an Admin user.
- At the top right click the Setup icon.
- Search for and click on Installed Packages.
- Click Uninstall next to Demandbase ABM.
- Uninstall the App package:
- Choose whether to save a temporary copy of the package data.
- Select the Yes, I want to uninstall this package and permanently delete all associated components checkbox.
- Click Uninstall.
- The uninstall process might take a few minutes to complete. Refresh the page to view the progress.
Steps: Uninstall the Demandbase One for Sales App Package
- Log in to Salesforce as an Admin user.
- At the top right click the Setup icon.
- Search for and click on Installed Packages.
- Click Uninstall next to InsideView for AppExchange.
- Uninstall the App package:
- Choose whether to save a temporary copy of the package data.
- Select the Yes, I want to uninstall this package and permanently delete all associated components checkbox.
- Click Uninstall.
- The uninstall process might take a few minutes to complete. Refresh the page to view the progress.