We're sorry to see you go! While we strive to make Mogli SMS the most robust and user-friendly Salesforce texting app on the market, we understand it might not be the perfect fit for everyone. Mogli is constantly evolving, and your feedback is invaluable in helping us improve. If there's anything we could have done differently, please don't hesitate to let our team know before you uninstall.
This guide will walk you through the steps to completely uninstall the Mogli SMS package from your Salesforce organization. Please read all instructions carefully before proceeding.
Important Considerations Before Uninstalling
Before you begin the uninstallation process, please take the following steps to ensure you don't lose important data and that the uninstall completes successfully.
How to Uninstall Mogli SMS
Before proceeding with the uninstallation, please take the following important steps:
1. Export and Archive Your Mogli Data:
Check for records owned by SMS Site Guest User: Before exporting and archiving your data, ensure all records are owned by an active user. Records owned by an inactive user, such as "SMS Site Guest User," may become locked and uneditable. To prevent this, change the owner of these records to an active user.
Identify Relevant Data: Determine which Mogli SMS data you need to retain. This may include:
Sent and received SMS messages
Opt-out lists and preferences
Conversation history
Campaign results linked to SMS interactions
Export Your Data: Use Salesforce's data export tools to save this information. Consider the following methods:
Data Loader: A tool for exporting large datasets to CSV files.
Report Export: Run reports on Mogli SMS objects (e.g., SMS Messages, Opt-Outs) and export the results.
List View Export: Export data directly from relevant Mogli SMS list views.
Data Retention Policy: Please be aware that the uninstallation process has direct and immediate implications for your Mogli SMS data:
Salesforce Data (e.g., Mogli Message records): Any Mogli SMS data residing within your Salesforce Org (such as Mogli Message records, conversation history, or opt-out preferences) will be permanently deleted from your Salesforce instance immediately upon uninstallation of the Mogli SMS package. Mogli does not retain copies of this Salesforce-resident data. You must export all necessary data from your Salesforce Org before proceeding with the uninstallation.
Mogli Back-End Data (AWS): Any Mogli SMS data stored on our AWS servers (such as message SIDs, non-personally identifiable information, and URL data) will be deleted within one month of your contract ending. This data is separate from the records stored directly in your Salesforce Org.
Ensure you export all necessary data you wish to retain for your records from your Salesforce Org before the uninstallation process begins, as it cannot be recovered afterward.
2. Identify and Remove Dependencies on Mogli SMS
Before you can uninstall Mogli SMS, you need to remove any components within your Salesforce organization that rely on it. Failing to do so will cause the uninstallation to fail.
Proactive Dependency Check: We recommend proactively searching for Mogli dependencies before attempting the uninstall. Look for Mogli custom fields (typically starting with the mogli__ namespace) and Mogli-related components in the following areas:
Booster packs / Managed Extensions: Start by navigating to Installed Packages to remove any unmanaged Mogli booster packs.
Formulas: Review all formula fields, validation rules, and workflow rule criteria for formulas that include Mogli fields. Remove these formulas or replace the Mogli fields.
Flows: Examine all active and inactive flows for:
Actions: Any actions that send SMS messages using Mogli.
Decisions: Decision logic based on Mogli fields or objects.
Get Records: Steps that retrieve Mogli-related records (e.g., mogli__SMS_Message__c).
Modify or remove these flow elements to eliminate Mogli dependencies.
Workflow Rules: Deactivate and then delete any workflow rules where the criteria or actions involve Mogli fields or sending SMS via Mogli.
Process Builders: Open all active and inactive Process Builders and inspect each node for actions or criteria that reference Mogli objects or fields. Remove or adjust these nodes.
Apex Code (If Applicable): If you have custom Apex triggers or classes that directly interact with Mogli's custom objects or methods, you will need to remove or comment out this code. We recommend making these changes in a sandbox environment first and then deploying them to your production organization. The time required for this process will depend on your internal deployment rules.
Visualforce Pages and Lightning Web Components (If Applicable): If you have custom UI components that utilize Mogli components or data, these will need to be updated or removed.
Reports and Dashboards: Identify and export any reports or dashboards that rely on Mogli data. These will no longer function correctly after uninstallation. Consider recreating them using other data sources if needed.
Custom Buttons and Links: Check page layouts for any custom buttons or links that trigger Mogli functionality. Remove these from the layouts.
Using the Failed Uninstall Method (Quick List): As mentioned in the initial message, you can attempt to uninstall Mogli SMS (following the steps below). If there are remaining dependencies, Salesforce will prevent the uninstall and provide a list of components that need to be removed first. This can be a quick way to identify some dependencies.
3. Remove the Mogli SMS Site and Accompanying Profile:
The Mogli SMS app often creates a Salesforce Site to handle inbound messages. You will need to remove this Site and its associated Profile.
Identify the Site and Profile: The Mogli SMS Site is typically named something like "[Mogli SMS Name] Site" and the accompanying Profile might be named similarly (e.g., "[Mogli SMS Name] Site Guest User Profile").
Remove the Site:
From Setup, enter Sites in the Quick Find box and select Sites.
Locate the Mogli SMS Site.
Click Delete next to the Site name and confirm the deletion.
Remove the Profile:
From Setup, enter Profiles in the Quick Find box and select Profiles.
Locate the Profile associated with the Mogli SMS Site.
Click Delete next to the Profile name and confirm the deletion.
Uninstalling Mogli SMS
Once you have exported your data and removed all dependencies, you can proceed with the uninstallation:
Navigate to Installed Packages: From Setup, enter Installed Packages in the Quick Find box and select Installed Packages.
Find Mogli SMS: Locate Mogli_SMS in the list of installed packages.
Initiate Uninstall: Click the Uninstall link next to the Mogli_SMS package.
Confirm Deletion: On the uninstall confirmation page, check the box next to 'Yes, I want to uninstall this package and permanently delete all associated components. '
Follow Prompts: Click Uninstall. Salesforce will then guide you through any remaining steps. This may include:
Manually Removing Components from Page Layouts: You might be prompted to remove Mogli SMS fields or related lists from specific object page layouts. Follow the instructions on the screen to edit the relevant page layouts.
Deactivating or Deleting Automation Rules: You may need to revisit and deactivate or delete workflow rules, process builder criteria, or flow elements that still reference Mogli SMS fields, even if you thought you removed them earlier.
Removing Custom Buttons or Links: If any Mogli-related custom buttons or links remain on page layouts, you will be asked to remove them.
Complete the Process: Follow all on-screen prompts until the uninstallation process is complete. You will typically receive a confirmation email once the uninstall is successful.
Post-Install Confirmation
After completing the uninstall steps:
Verify Uninstallation: Go back to Setup > Installed Packages and confirm that Mogli_SMS is no longer listed.
Troubleshooting
If you encounter any issues during the uninstallation process:
Review Salesforce Error Messages: Pay close attention to any error messages displayed by Salesforce. These messages often indicate the specific dependencies that still need to be removed. System Administrators may also receive an email containing additional information on the uninstall attempt.
Double-Check Dependencies: Go back and carefully review all the areas mentioned in the "Identify and Remove Dependencies" section.
Consult Salesforce Help: Refer to Salesforce's official documentation on uninstalling packages for general guidance.
Contact Mogli Support: If you continue to experience difficulties, please reach out to our support team for assistance via help@mogli.com.
Thank you for trying Mogli. We appreciate your business and any feedback you may have.