Uninstallation Guide

We’re Sorry To See You Go 😞

But on the plus side, Flexpricer uninstalls like any other AppExchange App, so it’s super quick and easy.

IMPORTANT: Please remember that like all Managed AppExchange Apps, uninstalling Flexpricer removes all data stored in objects and fields that are provided by the app. 

To retain information from Flexpricer objects, remember to select the Save Uninstall Data option as the final step before uninstalling.

Your existing opportunity products and quote line items will retain all the data that the app writes to standard fields (e.g. quantity, sales price and discount) – however all other app-specific data used in calculating these values will be irretrievably lost.

Uninstallation Preparation

• Ensure that all Flexpricer Visualforce and Lightning Web Components are removed from Lightning Page Layouts
  • Visualforce
    • Account Pricelist (Account object)
    • Product Summary (Account object)
    • Flexpricer (Opportunity object)
    • Flexpricer_Quote (Quote object)
  • Lightning Web Component
    • Vision Product Selector (Opportunity and Quote object)
• Ensure that all Flexpricer fields or buttons are removed from Standard Object Page Layouts, including Related Lists on these layouts
  • Account
  • Opportunity
  • Opportunity Product
  • Quote
  • Quote Line Item
  • Product
  • Pricebook
  • PricebookEntry
  • Contract
• Remove or amend (not just deactivate) all workflows, processes, flows, validation rules, components, apex and any other custom configuration that you have created with a dependency on Flexpricer’s fields or objects
• Remove or amend all email templates, reports and dashboards where you have introduced dependencies on Flexpricer fields or objects so that there is no longer a dependency.
• Remove the Flexpricer permission sets, permission set groups and licenses from all users
• Delete all Flexpricer Permission Set Groups
• Remove all opportunity product and and quote line item button overrides that were configured as post-installation steps.
• Use the sliders on the Flexpricer Settings Page – Onboarding tab to remove fields from standard page layouts.

App Uninstallation

• Press the cog (in Lightning) at the top right of page and then Setup
• In quick find, search for Installed Packages and click-through to the Installed Packages page
• Search for Flexpricer in the list and press the Uninstall link to the left of the package name
• If any steps have been missed above, Salesforce will advise you of actions to take before uninstallation.
• Choose whether to save any Flexpricer data.
• You may now select whether to save data.  Even though you will not be able to use this data in Flexpricer, we recommend that you save it. 
• The Flexpricer Team does not have any access to uninstalled data and if you choose not to save, it will be irretrievably lost.  Please also note that Salesforce only makes data from uninstalled packages available to download for a limited time after uninstallation. 
• Data in Flexpricer fields on standard objects is not retained on uninstallation
• Finally, press the Uninstall button to remove Flexpricer from your Salesforce organization.

After uninstalling Flexpricer, if you have not used the Quotes functionality, you may optionally deactivate Quotes in your Salesforce organization.