This article is for users with the Salesforce Premium integration enabled. You can see if your account has access to this from the billing page.
The Salesforce premium integration does quite a bit for your business. It may not suit your workflow, though. While we’d love to hear feedback on the reason it doesn’t fit, here’s a quick guide to uninstalling in the meantime.
IMPORTANT NOTE: You will need to be a Salesforce admin to complete these steps. If you don't have access, you'll need to forward these instructions to someone who does.
Step 1: Remove the App Exchange app
To uninstall the app, you’ll need to remove the widget from your Opportunities page. You’ll need to do this for both Lightning and Classic versions, provided you’ve installed it on both. If you only have it installed in one version of Salesforce, then you can skip the other.
To uninstall the App in Classic mode, enter an opportunity with the widget installed. From there, click “edit layout” at the top of the opportunity:
From the layout editor, find the section that is holding the proposify_opportunity widget. Click the “remove” button found at the right of that section’s title:
NOTE: there’s a very similar button inside the proposify_opportunity widget. That one says “remove” rather than “remove section”. Clicking on that will remove the visualforce page, but won’t remove the section.
Once you’ve removed the section and widget, you can click “save” at the top left of the editor to save your changes:
To uninstall the widget in lightning experience, click the “setup” button:
From there, click “object manager” found next to the “home” tab at the top of the page:
Scroll down the list and click on “Opportunity”:
From the left-hand menu in this page, click on “lightning record pages”:
Then click “Opportunity Record Page”:
Then click “edit” from this page:
This will take you to a UI editor like Proposify’s editor page. In the central column, find the Proposify widget and hover your cursor over it. Click on the trash bin icon that appears on the top right:
When you’ve removed it, click the “save” button at the top right of the page:
Step 2: Uninstall the Components
Once you’ve removed the widgets from your Opportunity pages, you can uninstall the app. To do this, reach the setup page by clicking “setup” at the top right of your page.
In Classic mode:
From the setup page, go to “installed packages”. You can find this super-quick by using the quick search bar at the top of the left-hand menu:
From the installed packages page, click the “uninstall” button next to Proposify:
You’ll see a confirmation page showing all the packages you’re about to remove from your account. Scroll down to the bottom of the page. Check the box next to “yes, I want to uninstall this package..."
Then click “uninstall” and these packages will be removed.
That’s it! Your Salesforce account has now removed the Salesforce two-way integration.