Clearbit for Salesforce: Troubleshooting Uninstall Errors
Uninstalling the Clearbit Package
The Clearbit Package can be uninstalled by heading to Setup > Installed Packages and clicking on the uninstall link next to Clearbit for Salesforce.
This process usually runs very smoothly, but keep in mind that as a security feature, Salesforce will not allow admins to uninstall a package that currently has components in use. This means that if you are using Clearbit data in processes, workflows, or formulas, you’ll need to remove or deactivate them before uninstalling. You’ll also want to remove the Clearbit widget from your page layouts. Luckily, if there are any errors when you uninstall, Salesforce will display the steps necessary to remedy them in the error message.
Permission Set Errors When Uninstalling
If you encounter a Permission Set error during uninstall that you are unable to resolve, make sure that no users have the Clearbit User Permissions permission set assigned.
- Head to Setup
- Type in the Quick Find search bar: Permission Set
- Click Clearbit User Permissions
- Click Manage Assignments to remove any users that have this permission set assigned
If there are no users assigned under Clearbit Users Permissions, move onto the next step.
How to Identify Any Remaining Clearbit User Permissions in Salesforce
Occasionally Salesforce won’t display every user with a Permission Set assigned, and a more technical approach is required to resolve the issue. Please contact your team's technical admin to assist with this portion.
- Open the Developer Console
- Select the Query Editor tab at the bottom of the window
- Paste in the following query:
SELECT Id, Assignee.name, PermissionSet.name, PermissionSet.label FROM PermissionSetAssignment
- Click Execute
From there, you'll want to look in the column, PermissionsSet.Name, for any rows that contain the value: Clearbit_User_Permissions. Once identified, removing the user(s) will allow you to uninstall the Clearbit for Salesforce package.
If you're experiencing another error please reach out to support@clearbit.com, and we will help you sort it out!