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            Reset Managed Package Features

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            Reset Managed Package Features

            Undo changes made to your Salesforce org by the Quip Setup Starter managed package.

            Required Editions

            Available in: Lightning Experience

            Reset your Salesforce org and delete changes made by the Quip managed package.

            Add the Account Plan

            To remove the Quip Account Plan from your accounts, then deactivate the process.

            If you chose to create an Account Plan when a new record is created, do the following:

            1. From the Quick Find box in Setup, enter Process Builder.
            2. Select Quip - Account - Create Account Plan.
              Quip - Account - Create Account Plan process selected
            3. Click Deactivate, then Confirm.
            4. To delete the process, find the deactivated process and expand it, then click Delete.
              Deactivated process with Delete button highlighted
            5. If you chose not to activate the record page later, do the following:
              1. From Setup, go to the Object Manager.
              2. Select the object that you embedded your Account Plan template in.
              3. Click Lightning Record Pages, then the record page you chose.
                Record page with Edit button highlighted
              4. Click Edit.
              5. From the Lightning App Builder, click the Account Plan tab, and delete it. Click Save.
                Account Plan tab selected. Account Plan "x" selected to delete.
            6. To delete the custom field, from Setup, go to the Object Manager.
            7. Select the object that you embedded your Account Plan template in.
            8. Click Fields & Relationships and find the Account Plan field.
              Account Plan custom field with Delete button highlighted
            9. Click Delete from the dropdown.

            Add Opportunity Notes

            To remove Opportunity Notes from your opportunities, follow the same steps as with the Account Plan deletion process but for the Opportunity object.

            • Deactivate and delete the Quip - Opportunity - Create Opportunity Notes process.
            • If you chose to activate the record page later, delete the record page with “with Opportunity Notes” added to it.
            • If chose not to activate the record page later, delete the Opportunity Notes tab.
            • Delete the Opportunity Notes custom field.

            Add Custom Quip Document

            To remove your custom document from your selected object, follow the same steps as with the Account Plan and Opportunity Notes deletion process but for your object and document.

            • Deactivate and delete the Quip - [Object Name] - [Process Name] process.
            • If you chose to activate the record page later, delete the record page with “with [Process Name]” added to it.
            • If you chose not to activate the record page later, delete the custom tab.
            • Delete the [Process Name] custom field.

            Move Documents to Folder

            To reset your document management, complete the following steps:

            1. Deactivate the process.
              1. From the Quick Find box in Setup, enter Process Builder.
              2. Select Quip - [Object] Folder Organization (Trigger).
              3. Click Deactivate, then Confirm.
            2. Delete the process. Find the deactivated process and expand it, then click Delete.
              Deactivated process with delete highlighted
            3. Delete the custom field.
              1. From Setup, go to the Object Manager.
              2. Select the object you chose during the document management setup.
              3. Click Fields & Relationships and find the Quip Folder field.
                Quip Folder custom field with Delete highlighted
              4. Click Delete from the dropdown.
            4. Deactivate and delete the flow.
              1. From the Quick Find box in Setup, enter Flows.
              2. Find the flow that ends with “Folder Organization” and click View Details and Versions from the dropdown.
                Quip Folder Organization flow with "View Details and Versions" highlighted.
              3. Click Deactivate, then Delete.
            5. Delete the folder.
              1. In Quip, go to your Private folder.
              2. Find the folder you specified during the setup and click Delete Folder from the dropdown.

            Send Document Notifications

            To stop automatic document notifications, complete the following steps:

            1. Deactivate the process.
              1. From the Quick Find box in Setup, enter Process Builder.
              2. Select Quip - [Object] - [Condition] - Document Notifications .
              3. Click Deactivate, then Confirm.
            2. Delete the process. Find the deactivated process and expand it, then click Delete.
              Deactivated process with delete highlighted

            Set Up Live Data Feed

            To revert the live data feed, complete the following steps:

            1. Deactivate the process.
              1. From the Quick Find box in Setup, enter Process Builder.
              2. Select Quip - [Object] - [Condition] - Live Data Feed .
              3. Click Deactivate, then Confirm.
            2. Delete the process. Find the deactivated process and expand it. Click Delete.
              Deactivated process with delete highlighted
             
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