⚠️ Note that if any dependents on the Salesforce Adapter package exist, the uninstallation will fail. See the remaining dependents in the "Problems" section if the uninstallation fails and follow the links to remove them. Start with any Action buttons and the removal of the Salesforce Adapter utility item.

Upgrade scenarios

  • If you have installed the Salesforce Adapter using the AppExchange Marketplace, you can upgrade to a newer version directly without uninstalling it first. If you want to uninstall the Salesforce Adapter, follow the steps below.

  • If you have installed the Salesforce Adapter via a link, then you must retrace the installation and configuration steps backwards to remove all package dependents first, and then the package itself. After that, you can install the newer version.

Example Uninstall Process

For the example given in the Actions section, the uninstallation process must go through the following steps:

  1. Remove the Action button from the Contact page layout.

Go to Object Manager > Contact > Page Layouts > Contact Layout and drag and drop the "Open Client Portfolio" button from the "Salesforce Mobile and Lightning Experience Actions" section back to the "Contact Layout" section and click the "Save" button.

  1. Remove the Action from the Contact object.

Go to Object Manager > Contact > Buttons, Links and Actions, find the "Open Client Portfolio" Action and click the "Delete" button.

  1. Remove the Salesforce Adapter utility item.

Go to Setup > Apps > App Manager, find the "Sales" Lightning app and click the "Edit" button. Go to App Settings > Utility Items and click the "Remove" button on the Salesforce Adapter utility item.

  1. Delete the OpenClientPortfolio Component bundle from the resources in the Salesforce Developer Console.

Open the Salesforce Developer Console, go to File > Open Resource, search for the Component (OpenClientPortfolio.cmp) and open it. Go to File > Delete and confirm the deletion of the entire Component bundle.

  1. After all package dependents have been removed, go to Setup > Apps > Packaging > Installed Packages and click the "Uninstall" button of the Salesforce Adapter package. Go to the bottom of the uninstall page, configure the uninstall settings and click the "Uninstall" button.

⚠️ Note that you must also remove any permission set assignments related to the package in order to uninstall it.