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Hi All, 

 

We recently switched from using Click and Pledge with Salesforce to Classy with Salesforce for our donation pages/fundraising. If I uninstall Click and Pledge from Salesforce to free up some space and get rid of unnecessary reports, etc, will it delete all of the transaction data and opportunities created through Click and Pledge? Or is there a better way to remove Click and Pledge items from all drop down lists, record types, report options, etc. without uninstalling? 

 

@Click & Pledge @Classy for Salesforce #Appexchange #Donation Record #Uninstalled Packages #NPSP #Fundraising #Click And Pledge @System Administrators @Nonprofit Salesforce Developers 

답변 3개
  1. 2017년 11월 13일 오후 11:21
    @Jennifer Orr@Derek Miu

    There isn't really a need to remove C&P, as we risk data loss. It would be better to just remove any unnecessary related objects and fields from layouts, essentially making it invisible. We aren't so crunched for data space it's a worry.

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