Uninstallation Steps

Uninstallation Steps

Before uninstalling the Amp Impact managed package from a Salesforce org, certain manual steps must be taken for the uninstall process to succeed. For official Salesforce documentation on uninstalling managed packages, click here.

Delete PushTopic

1. Open the Developer Console using the Setup menu.

2. In the Developer Console, click “Query Editor” in the tabs along the bottom.

3. In the “Query Editor”, enter the following string:

select id, name from pushtopic

4. Click “Execute” in the bottom left.

5. Select the PushTopic named “AggregateCalculateUpdate”.

6. Click “Delete Row”.

Unassign Lightning Record Pages

All Amp Impact Lightning Record Pages must not have any custom assignments before uninstallation. Follow the steps below to ensure that these custom assignments do not prevent package uninstallation.

1. Open Setup.

2. Use the QuickFind menu to click Lightning App Builder.

3. For each page managed by Amp Impact that has been activated in the system:

   1. Click “View” next to the page.

   2. Click the “Activation” button in the Lightning App Builder.

   3. Remove any Org Default, App Default, and/or App and Profile assignments, so that the page has no assignments in the end.

   4. Click “Save”.

Unassign Permission Sets

All Amp Impact permission sets must not be assigned to any users in order for the package uninstallation to succeed. Follow the below steps to remove any user assignments from the permission sets.

1. Open Setup.

2. Use the QuickFind menu to click “Permission Sets”.

3. Open the Amp Impact Admin permission set.

4. Click “Manage Assignments”.

5. Select all users assigned the permission set and click “Remove Assignments”.

6. Repeat Steps 3-5 for every other permission set managed by Amp Impact:

   1. Submission Response

   2. Submission Review

   3. Submission Template

Deactivate Processes

Processes in the Amp Impact package must be deactivated before the package uninstallation can succeed. Follow the below steps to deactivate all Amp processes.

1. Open Setup.

2. Use the QuickFind menu to click “Process Builder”.

3. Expand the process named “Copy Objective Field Values onto Project Objective”.

4. Click “Deactivate”.

5. Expand the process named “Copy Indicator Field values onto Project Indicator”.

6. Click “Deactivate”.

Deactivate Flows

Flows in the Amp Impact package must be deactivated before the package uninstallation can succeed. Follow the below steps to deactivate all Amp processes.

1. From Setup, enter Flows in the Quick Find box, then select Flows.

2. Click the label of the flow.

3. Click Activate or Deactivate next to the relevant version of the flow.

Custom Steps per Use Case

If customizations (e.g. custom Lightning pages, automation, etc.) have been made on top of the Amp Impact package, additional steps may be necessary before package uninstallation, depending on the type of customization(s).

Custom Lightning Pages

For any custom Lightning Pages that contain Amp Impact components (including Lightning Components, Visualforce Pages, or Amp Impact objects), those Lightning Pages need to be either deleted or edited such that they no longer reference those components.

Remove Amp Component References from Custom Lightning Page

1. Open Setup.

2. Use the QuickFind menu to click “Lightning App Builder”.

3. For each custom Lightning Page that needs Amp components removed:

   1. Click “Edit” next to the Lightning Page.

   2. Click the Delete icon for each component that references an Amp component. Some examples include (but are not limited to):

      1. Standard Visualforce Component that references an Amp Visualforce page

      2. Standard Report Chart Component that references an Amp report / object

      3. Custom - Managed Lightning Components from the Amp package

   3. Click “Save”.

Delete Custom Lightning Page

1. Open Setup.

2. Use the QuickFind menu to click “Lightning App Builder”.

3. For each custom Lightning Page that needs to be deleted:

   1. Click “Edit” next to the Lightning Page.

   2. Click “Activation” in the Lightning App Builder.

   3. Remove any activation/assignments of the page.

   4. Return to the list of Lightning Pages by clicking “Back”.

   5. Click “Del” next to the Lightning Page.

Digital Experience

Any references to Amp Impact components must be removed from all Digital Experience in your Salesforce system.

Navigation Menu

1. Open Setup.

2. Use the QuickFind menu to click “Digital Experience”.

3. Click “builder” next to the Digital Experience that has a Navigation Menu that references Amp Objects.

4. Click into the Navigation Menu in the Builder.

5. In the popup that appears, click the “Navigation Menu” button.

6. In the next popup that appears, click the X next to every Amp Object listed in the Navigation Menu.

7. Click “Save” in the popup.

8. Click “Publish”.

Lightning Components

1. Open Setup.

2. Use the QuickFind menu to click “Digital Experience”.

3. Click “Builder” next to the Digital Experience that has Object Pages that reference Amp Components.

4. Click “Home” to expand the list of pages in the Digital Experience.

1. Click the Template Page that is referencing an Amp Component.

2. In the Digital Experience Builder, remove any component that either belongs to the Amp Impact package (e.g. ActivityChart Lightning Component) or references an Amp Impact component (e.g. Report Chart component that references an Amp Impact object) from the page.

3. Repeat Steps 4-6 for every page that contains an Amp Impact component.

4. Click “Publish”.

Object Pages

1. Open Setup.

2. Use the QuickFind menu to click “Digital Experience”.

3. Click “Builder” next to the Digital Experience that has Object Pages that reference Amp Objects (e.g. Project, Submission, etc.).

4. Click “Home” to expand the list of pages in the Digital Experience.

1. Click the ellipsis [...] next to the Object Page that references an Amp Object.

1. Click “Delete Object Pages” in the menu that expands, and confirm the delete in the popup.

1. Repeat Steps 4-6 for every Object Page that references an Amp Object.

2. Click “Publish”.

Permission Sets

1. Open Setup.

2. Use the QuickFind menu to click “Digital Experience”.

3. Click “Workspaces” next to the Digital Experience that has Object Record Pages that reference Amp Objects.

4. Click the Administration tile in the Digital Experience Workspace.

5. Click “Members” in the Administration side menu.

6. Scroll to the “Select Permission Sets” section. Move any Amp Impact permission sets (e.g. Amp Impact Admin, Submission Response) from the “Selected Permission Sets” list to the “Available Permission Sets” list.

7. Click Save.

Automation

Any custom automation that has been built to reference Amp Impact components (e.g. objects, fields, et al) must be deactivated or deleted for the package uninstallation to succeed.

Custom Processes

Custom processes that reference any Amp Impact components must be deleted before uninstalling the package.

1. Open Setup.

2. Use the QuickFind menu to click “Process Builder”.

3. Expand the custom process that references the Amp Impact component(s).

4. Make sure all versions of the custom process are Inactive.

   1. If a version is Active, open that version of the process and click the Deactivate button.

5. Click Delete next to the process. If there are multiple versions, each version must be deleted before uninstalling Amp Impact.

6. Repeat Steps 3-5 for every custom process that references Amp Impact components.

Custom Flow

Custom flows that reference any Amp Impact components must be deleted before uninstalling the package.

1. Open Setup.

2. Use the QuickFind menu to click “Flow”.

3. Open the custom flow that references the Amp Impact component(s).

4. Make sure all versions of the custom flow are Inactive.

   1. If a version is Active, click the Deactivate button next to that version.

5. Click the Delete button for the flow.

6. Repeat Steps 3-5 for every custom flow that references Amp Impact components.

Uninstall the Amp Impact Package

Once all the above steps are complete, then proceed with the actual uninstallation of the Amp Impact managed package.

1. Open Setup.

2. Use the QuickFind menu to click “Installed Packages”.

3. Click “Uninstall” next to the Amp Impact package.

4. In the next screen, you will be prompted to save a copy of this package’s data for 48 hours after uninstall. This temporarily saves all data and metadata from the package in case you need to re-install the package and re-upload your historical data.

5. Check the box next to “Yes, I want to uninstall this package and permanently delete all associated components”.

Click Uninstall.