Deleting Sales CRM Pack

Article Number:040634

Sales CRM Pack consists of 3 apps, Customer Management, Lead Management, and Activity History. These apps are associated with one another using the Lookup fields and Related Records fields.
You can delete all these apps at once by using the "Bulk Deletion Feature".

In order to use the "Bulk Deletion Feature", you need to have permission to manage all the three apps that are included in the Sales CRM Pack.

References in SFA Pack

Deleting the Sales CRM Pack Using the "Bulk Deletion Feature"

To use the "Bulk Deletion Feature" and delete all the three apps that are included in the Sales CRM Pack, follow the steps below.

  1. Open one of the apps that are included in the Sales CRM Pack.
  2. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and then select Delete This App.

    Opening the "App Settings" Screen
  3. Click Delete This App on the confirmation screen.
  4. If the confirmation screen opens again, click Delete App.

    A dialog appears telling you that "An app(s) that refers to this app was found". This dialog indicates that this app has direct reference relationships with other two apps in the Sales CRM Pack. If there is any app that refers to those two apps (indirect reference), that app is also displayed.
  5. After confirming that deleting all of the displayed apps will not cause any issues, click Delete Multiple (***) Apps Using Bulk Deletion Feature.
  6. Click Delete Apps on the confirmation screen.
    The apps are deleted all together.

Deleting Only a Specific App

If there is any app that directly refers to the app to be deleted, you cannot delete that app independently.
To independently delete an app that is included in the Sales CRM Pack, you need to remove its reference relationship with other apps.

Other apps and fields that have reference relationship with the app to be deleted are automatically detected at the time of the deletion of the app. Described below are the steps to move to the app settings screen from the detection results screen, and to remove reference relationship.

  1. If the "An app(s) that refers to this app was found" screen appears when you attempt to delete an app, click Remove References Manually.
    Image The "Remove References Manually" screen is displayed, and apps and fields that directly refer the app to be deleted are shown.
  2. Click on the link displayed on the "Remove References Manually" screen to move to the app settings.
    Image
  3. Delete the "Lookup" or "Related records" field that was displayed on the "Remove References Manually" screen. Then, update the app.
    Example: In this example, delete the Lead Title (Lookup field) and the Lead Details (Related Records field), which are shown in step 2. Image
  4. Repeat steps 2 and 3 to remove all references.
  5. Navigate to the app settings of the app you want to delete, and click Delete This App under Deletion on the App Settings tab, and try deleting the app again.

If an Error Message Appears When You Try to Delete an App

If an error appears when you click Delete Apps, you may not have permission to manage one of the apps in the Sales CRM Pack, or other apps that refer to the those apps.

Error example:
Cannot delete the app. The field has been referred from a Lookup field "「***" in an app "***". Change the "XXXX" field setting or delete the field itself in "XXXX". An error displayed when a user tried to delete an app

In such a case, perform one of the following actions:

  • Ask the administrator of the app specified in the error message to delete the "Lookup" or "Related records" field that is causing the error.
  • Ask the administrator who has administrative permission for both the app to be deleted and the app specified in the error message to carry out the deletion.