How to Uninstall an Unmanaged Package

This guide explains how to migrate from our Salesforce unmanaged package to a managed package.

If you have previously installed our unmanaged package, Salesforce will not allow you to install the managed version directly.

To install the managed package, you’d first need to:

1. Export any data related to the package to avoid data loss

2. Uninstall the unmanaged package from your Salesforce org

3. Install the managed package using the provided installation link.

There are four major steps in this process of migration:

1. Exporting the existing data from the Campaign member object
2. Uninstalling the unmanaged package
3. Installing the managed package
4. Importing the data to the Campaign member object

Export data from the Campaign member object

1. Login to https://workbench.developerforce.com using your Salesforce login credentials.
2. Jump to ‘SOQL Query’ and select ‘CampaignMember’ object and click on ‘Select’.
   
   

3. Under View as field, select the ‘Bulk CSV’, radio button and paste the below given SOQL query and click on ‘Query’
   
   

   SELECT Id, CampaignId,
       Zuddl_Questions_Asked__c,
       Zuddl_Questions_Upvoted__c,
       Zuddl_Polls_Answered__c,
       Zuddl_Session_Attended__c,
       Zuddl_CTA_Clicked__c,
       Zuddl_Breakout_Room__c,
       Zuddl_Event_Duration__c,
       Zuddl_Booth_Duration__c,
       Zuddl_Discussion_Room_Duration__c,
       Zuddl_Surveys_Answered__c,
       Zuddl_VOD_Views__c
   FROM CampaignMember
   

4. Click on ‘Query’.
   

   If you’re getting a query error this might be because some fields not present in your CampaignMember object as you may either have created fields manually or are using the older version of package. Remove such fields from SELECT statement.
5. Once you get the query result, as shown below, check the processed records and click on the download icon to download the CSV file.
   
   

Uninstalling the unmanaged package

1. On your Salesforce Setup page, search for ‘Installed Packages’ and click on Installed Packages under Packaging on the left navigation.
   
   
2. Find for ZuddlEvents package in the list of your installed packages, and click on Uninstall corresponding to it.
   
   
3. Choose to save a copy of the package’s data and confirm to uninstall the package by clicking on the Uninstall button.
   
   
   There can be layouts assigned to users or flow triggers that are active, which can prevent the uninstallation of the package.
   
   These assigned layouts should be unassigned and flow triggers should be deactivated manually to continue with the uninstallation.
4. Once the package gets uninstalled, click on Data corresponding to the uninstalled package to take the backup of the data.
   
   

Installing the Managed Package

Once you have exported the data from the CampaignMember object, refer to the guide to install Zuddl-Salesforce Managed Package to install the latest managed package and import the backed up data. You can also view the older releases here.