Uninstall Syncplicity Panel

Use the following procedures to remove the Syncplicity Panel from an object in Salesforce Lightning, Classic and mobile versions. Also described are removing the Syncplicity quick action and uninstalling the Syncplicity for Salesforce package.

Remove from Lightning

  1. Log on to Salesforce as an administrator.
  2. Switch to Lightning if necessary.
  3. Click the App Launcher icon at the top left and click Sales.
  4. Select a record. For example, click Accounts in the toolbar to open a page that lists recently viewed accounts. Click to open an account.
  5. Select Setup > Edit Page to open the Lightning App Builder.
  6. Click the Details tab on the account record section of the page (see graphic). 
  7. Click the Delete icon at the top right of the Details tab.
  8. Click Save at the top right of the page to delete the panel for the object.

Repeat the steps to remove the Syncplicity Panel from other Salesforce standard and custom objects.

Remove from Classic

  1. Log on to Salesforce as an administrator.
  2. Switch to Classic if necessary.
  3. Click Setup.
  4. Navigate to an object’s page layout. For example, for the page layout for Opportunities, on the Setup menu on the left side, navigate to Build > Customize > Opportunities > Page Layouts.
  5. On the Opportunity Page Layout page, edit the Opportunity Layout.
  6. On the Layout page, navigate to the Syncplicity section. On the top right, click the Remove icon to remove the panel from the object. Click Save.

Repeat the steps to remove the Syncplicity Panel from other Salesforce objects.

Remove from mobile

  1. From Quick Find, locate and select Object Manager to open the Object Manager page.
  2. Select an object. For example, Account.
  3. Select Page Layouts on the left side for the object.
  4. Click the layout for the object. For example, Account Layout.
  5. Scroll to the Salesforce Mobile and Lightning Experience Actions section (see graphic). Drag Syncplicity out of the section and click Save.

Remove Syncplicity quick action

  1. From the Object Manager, click Buttons, Links, and Actions.
  2. Navigate to Syncplicity.
  3. From the drop-down, click Delete.

Repeat the steps for removing Syncplicity quick action in mobile page layouts for other objects.

Uninstall the Syncplicity for Salesforce package

  1. From Quick Find, locate and select Installed Packages.
  2. Click Uninstall for the Syncplicity for Salesforce package.

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