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Education Data Architecture Documentation
Uninstall EDA

Uninstall EDA

Follow these steps to uninstall EDA.

  • Uninstall the Product
    We recommend that only Salesforce admins or implementation partners uninstall Education Data Architecture. The uninstall process can take several hours or more to complete, and your users should not access Salesforce while you're uninstalling Education Data Architecture.
  • Back Up Your Data
    When you uninstall a package, the process deletes all of its components, custom fields, and data from your Salesforce organization.
  • Remove Profile Access to EDA
    For the System Administrator profile and each custom profile, make sure that EDA isn't the default app.
  • Delete the App
    Delete the Education Data Architecture app as part uninstalling the product.
  • Delete Page Layouts for Standard Objects
    You must delete the Education Data Architecture page layouts.
  • Remove Elements from Custom Layouts
    If you have any Education Data Architecture page elements (such as buttons or related lists) on non-Education Data Architecture page layouts, you must remove them.
  • Uninstall the Package
    After you remove all Education Data Architecture components, uninstall the package.
  • Uninstall Record Types
    Delete these Education Data Architecture record types.
  • Delete Behavior Management Support Process
    Delete behavior management support processes as part of uninstalling Education Data Architecture.
  • Remove EDA Unmanaged Fields
    Delete these EDA unmanaged fields.

Uninstall the Product

We recommend that only Salesforce admins or implementation partners uninstall Education Data Architecture. The uninstall process can take several hours or more to complete, and your users should not access Salesforce while you're uninstalling Education Data Architecture.

Note
Note If the uninstall process fails due to scheduled jobs, file a support ticket to disable them. For more information, go to Create a Technical Support Case with Salesforce Support.

Back Up Your Data

When you uninstall a package, the process deletes all of its components, custom fields, and data from your Salesforce organization.

Be sure you understand the impact uninstalling Education Data Architecture has on your org.

Follow these directions to save a local copy of your data if you want to reimport that data to new custom fields.

Remove Profile Access to EDA

For the System Administrator profile and each custom profile, make sure that EDA isn't the default app.

Remove Profile Access to the EDA Classic App

For the System Administrator profile and each custom profile, make sure that the EDA classic app isn't the default app.

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

  2. Next to System Administrator, click Edit.

  3. For the EDA rows, make sure that Default is deselected. If it's selected, select a different default app. You can leave the EDA rows Visible.

  4. Save your changes.

  5. Repeat these steps for all custom profiles, including the ones that you aren't actively using.

Remove Profile Access to the Education Data Architecture Lightning App

For the System Administrator profile and each custom profile, make sure that the Education Data Architecture Lightning app isn't the default app.

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

  2. Click System Administrator and then click Edit.

  3. For the Education Data Architecture rows, make sure that Default is deselected. If it's selected, select a different default app. You can leave the Education Data Architecture rows Visible.

  4. Save your changes.

  5. Repeat these steps for all custom profiles, including the ones that you aren't actively using.

Delete the App

Delete the Education Data Architecture app as part uninstalling the product.

  1. From Setup, enter App in the Quick Find box and then select App Manager.

  2. Next to Education Data Architecture, click Show more options and then select Delete.

  3. Click Delete again to confirm.

Delete Page Layouts for Standard Objects

You must delete the Education Data Architecture page layouts.

Sometimes, you'll need to assign or create a non-Education Data Architecture page layout so that your standard objects still have an active page layout. Delete these Education Data Architecture page layouts from the following objects:

Object Name Page Layout to Delete
Account HEDA Household Layout
Account HEDA Organization Layout
Case EDA Incident Layout
Contact HEDA Contact Layout
  1. From Setup, click Object Manager.

  2. Click the name of one of the objects listed in the table.

  3. Click Page Layouts.

  4. In the row for the page layout you want to delete, click Show more options and then select Delete.

  5. Click Delete to confirm.

  6. To replace the layout that you're deleting, select a non-Education Data Architecture Page Layout. If there isn't another page layout listed in the Replace with Page Layout menu, you can create one. If you do so, don't copy the layout from an existing Education Data Architecture layout, but create one from scratch.

  7. Click Replace.

  8. Repeat these steps for each page layout listed in the table.

Remove Elements from Custom Layouts

If you have any Education Data Architecture page elements (such as buttons or related lists) on non-Education Data Architecture page layouts, you must remove them.

Uninstall the Package

After you remove all Education Data Architecture components, uninstall the package.

  1. From Setup, enter Installed Packages in the Quick Find box, then click Installed Packages.

  2. Click Uninstall next to the package name.

  3. Select the checkbox next to Yes, I want to uninstall this package and permanently delete all associated components.

  4. Click Uninstall.

Note
Note If the uninstall doesn't succeed the first time you try it, there might be additional Education Data Architecture components that you need to remove. You are presented with a list of remaining components for each package as you try the uninstall. Remove the additional components and try the uninstall again until you can uninstall all the packages.

Uninstall Record Types

Delete these Education Data Architecture record types.

Step 1: Remove Access to Education Data Architecture Record Types
  1. From Setup, enter Profiles in the Quick Find box and then select Profiles.

  2. Click System Administrator.

  3. Under Record Type Settings, next to the object name, click Edit.

  4. Under Available Record Types, move all record types to the Available Record Types column.

  5. Save your changes.

  6. Repeat these steps for all custom profiles, including the ones that you aren't actively using.

Step 2: Deactivate Education Data Architecture Record Types
  1. From Setup, click Object Manager.

  2. Click the name of one of the objects listed in the table.

  3. Click Record Types.

  4. Click the record type that you want to deactivate, and then click Edit.

  5. Deselect the Active checkbox.

  6. Save your changes.

  7. Repeat these steps for each record type listed in the table.

Step 3: Delete Education Data Architecture Record Types
  1. From Setup, click Object Manager.

  2. Click the name of one of the objects listed in the table.

  3. Click Record Types.

  4. In the row for the page layout that you want to delete, click Show more optionsand then select Delete.

  5. Click Delete again to confirm.

  6. Repeat these steps for each record type listed in the table.

Object Name Record Type to Delete
Account Academic Program
Account Administrative
Account Business Organization
Account Educational Institution
Account Household Account
Account Sports Organization
Account University Department
Case Incident

Delete Behavior Management Support Process

Delete behavior management support processes as part of uninstalling Education Data Architecture.

  1. From Setup, enter Support in the Quick Find box and then select Support Processes.

  2. Next to Behavior Management, click Delete.

  3. Click OK to confirm.

Remove EDA Unmanaged Fields

Delete these EDA unmanaged fields.

Object Name Field to Delete
Account Credentialing Identifier
Contact Credentialing Identifier
Contact Primary Academic Program
Contact Primary Department
Contact Primary Educational Institution
Contact Primary Sports Organization
  1. From Setup, click Object Manager.

  2. Click the name of one of the objects listed in the table.

  3. Click Fields and Relationships.

  4. Next to the field that you want to delete, click Show more options and then select Delete.

  5. Click Delete again to confirm.

 
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