Uninstall Match My Email

Published: 13 Mar 2014 by Paul Sterne in Managing Users and MME Account

 

 

 

If you no longer want to use Match My Email, the Cloud Admin can delete the company’s Match My Email account.

 

TO DELETE MATCH MY EMAIL CLOUD ACCOUNT:

• The Match My Email Cloud Admin should login to Match My Email account.
• Navigate to Settings > Company
• Choose Delete Account.
• In following window, click Yes to confirm this deletion.
• This deletes MME access for all Users.

If you were using the Standard version and email was logged in Activity History for each record, that data will remain.

If you were using MultiMatch, email data has been logged in a custom object called Email Messages.  You can keep this data in place by leaving the Match My Email package installed.  Please note that uninstalling Match My Email removes the managed package from your Salesforce organization and removes all associated data, i.e. all emails logged in our custom object Email Messages.  Thus all matched email data by Match My Email will be deleted.

 

TO UNINSTALL MATCH MY EMAIL FROM SALESFORCE:

• A Salesforce System Administrator should go to Setup
• On left sidebar, under App Setup (or Build),  click Installed Packages
• Next to Match My Email, click Uninstall
• Confirm you want to uninstall this application

If you uninstall our package but do not delete your account, our system will continue to import and match email, functioning as our Standard version and putting email into Activity History.  If you no longer want to use the Match My Email app, you need to delete the company’s Match My Email account as described above.

*IF YOU GET AN ALERT during steps to uninstall that an error was encountered due to Delete and Unmatch buttons or visualforce components, you will need to remove them from the various object’s page layouts prior to successful uninstall. To do this:

• Go into Salesforce Setup
• On left sidebar, go to App Setup(or Build) > Customize
• Visit the Objects for which you added Email Messages to the page layout. For example, click Leads > Page Layout
• On Page Layout, scroll to find Email Messages.
  •  To remove buttons click wrench icon.
    • For Buttons (grey bar above OK button) click + to expand button options
    • In Selected Buttons window on right, select Delete and Unmatch buttons and move them to the Available buttons window on left.
    • Click OK
    • Click Save
  • To remove visualforce component
    • Scroll to Email Messages component and click – symbol next to wrench.
    • Also click – symbol for section that was added for Email Messages.
    • Click Save

Repeat these steps to remove buttons for other objects if necessary (Contacts, Accounts, Opportunities, Cases, Person Accounts) Once buttons are removed, repeat steps to uninstall package.

For assistance, please contact support@matchmyemail.com.