Uninstalling ShiftUp

To uninstall ShiftUp from your Salesforce org, you must follow the next steps:

1. Remove ShiftUp Lightning components from your custom object record pages

If you’ve added any of the ShiftUp Lightning Components to new or existing object record pages, you must first remove these components and save your record pages.

2. Disable Package Flows and Remove Package Permission Set Assignments

Active flows provided as part of the package must be disabled and permission set assignments for permission sets created by the package must be removed. To simplify this process, you can run the script below in your Salesforce Org’s Developer Console to do this programmatically and save time.

DO NOT modify the contents of this script, this script is scoped to only affect components related to the ShiftUp package, modifying the contents of this script could lead to data loss in your environment.

IMPORTANT: This script runs by default in dryRun mode, to execute it with write permission change the line Boolean dryRun = false; to Boolean dryRun = true;Additionally, you will need to run this at least 2 times as we need to delete more than 30 reports and we can only delete 20 per run.Finally, after running this script, you will need to go to the Recycle bin and empty your recycle bin.

Current package versions no longer include the legacy Salesforce ShiftUp Dashboard or ShiftUp Adoption Dashboard, but upgrading does not delete them from orgs that already have them. If either dashboard is still in your org, edit it, manually remove all of its components, and save it before running the script.

String packageNS = 'tvggs';
Boolean dryRun = false;
Integer reportBatch = 20;

String base = URL.getOrgDomainUrl().toExternalForm() + '/services/data/v66.0/';
String token = 'Bearer ' + UserInfo.getSessionId();
Http http = new Http();

// 1. DEACTIVATE FLOWS
List<FlowDefinitionView> flows = [
    SELECT Id, DurableId FROM FlowDefinitionView
    WHERE IsActive = TRUE AND NamespacePrefix = :packageNS LIMIT 20
];

for (FlowDefinitionView f : flows) {
    System.debug('FLOW: ' + f.DurableId);
    if (dryRun) continue;
    HttpRequest req = new HttpRequest();
    req.setMethod('PATCH');
    req.setHeader('Authorization', token);
    req.setHeader('Content-Type', 'application/json');
    req.setEndpoint(base + 'tooling/sobjects/FlowDefinition/' + f.DurableId);
    req.setBody('{"Metadata":{"activeVersionNumber":"0"}}');
    try {
        HttpResponse res = http.send(req);
        System.debug('FLOW ' + f.Id + ': ' + res.getStatusCode() + ' ' + res.getBody());
    } catch (Exception e) {
        System.debug('FLOW ERROR: ' + e.getMessage());
    }
}

// 2. DELETE REPORTS
List<Report> reports = [
    SELECT Id, Name FROM Report
    WHERE NamespacePrefix = :packageNS
    ORDER BY Id LIMIT :reportBatch
];

for (Report r : reports) {
    System.debug('REPORT: ' + r.Id + ' | ' + r.Name);
    if (dryRun) continue;
    HttpRequest req = new HttpRequest();
    req.setMethod('DELETE');
    req.setHeader('Authorization', token);
    req.setEndpoint(base + 'analytics/reports/' + r.Id);
    try {
        HttpResponse res = http.send(req);
        if (res.getStatusCode() == 204)
            System.debug('REPORT DELETED: ' + r.Id);
        else
            System.debug('REPORT ERROR: ' + r.Id + ' | ' + res.getBody());
    } catch (Exception e) {
        System.debug('REPORT ERROR: ' + r.Id + ' | ' + e.getMessage());
    }
}

// 3. REMOVE PERMISSION SET ASSIGNMENTS
List<PermissionSetAssignment> assignments = [
    SELECT Id FROM PermissionSetAssignment
    WHERE PermissionSet.NamespacePrefix = :packageNS LIMIT 1000
];

System.debug('PERMISSION SET ASSIGNMENTS: ' + assignments.size());

if (!dryRun && !assignments.isEmpty()) {
    delete assignments;
}

System.debug('COMPLETE | DRY RUN: ' + dryRun);

After running this script, you can inspect the debug logs and confirm there was no error clearing up the data (there will be no debug logs if there are no errors).

3. Uninstall the package

Go to Setup > Apps > Packaging > Installed Packages and click the Uninstall link next to the ShiftUp AI Revenue Intelligence package.

A list of all the components included in the package will be displayed, scroll to the bottom of the list and select if you would like store a copy of the package data, select the checkbox to confirm you want to uninstall the package and click the Uninstall button. This process can take several minutes.

Errors may occur during package uninstall if there are other dependencies to ShiftUp components from additional configurations in your Salesforce org. The error page will indicate the dependencies, clear out this dependencies and retry the uninstall process.

Once the package has been successfully uninstalled, it will be listed under the Uninstalled Packages section

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Uninstalling ShiftUp

1. Remove ShiftUp Lightning components from your custom object record pages

2. Disable Package Flows and Remove Package Permission Set Assignments

3. Uninstall the package

​1. Remove ShiftUp Lightning components from your custom object record pages

​2. Disable Package Flows and Remove Package Permission Set Assignments

​3. Uninstall the package

1. Remove ShiftUp Lightning components from your custom object record pages

2. Disable Package Flows and Remove Package Permission Set Assignments

3. Uninstall the package