Uninstall Marketo Sales Connect from Salesforce Classic

Here’s how to uninstall the Marketo Sales Connect package from your Salesforce account once you start using Sales Insight Actions.

Remove Sales Connect fields from Page Layout

1. In Salesforce Classic, click Setup.

   

2. In the left nav, under Build, expand (but don’t click on) Customize, then Leads. Then, select Page Layouts.

   

3. Click Edit next to Lead Layout.

   

4. In the console, select Fields. In Quick Find, search “MSC.” All the grayed out fields have been added to your page layout. You’ll have to delete them.

   

   NOTE

   If none of the fields are grayed out, it means you haven’t added them to your page layout. You can skip this section.

5. Scroll to the section that has your Sales Connect Custom Fields.

   

6. There are 10 types of MSC fields that can be added to this section. Remove all the fields you added, or simply delete the entire section.

7. Click Quick Save when done.

   

Remove Sales Connect Buttons from Page Layouts

1. In the console (Step 4 above), select Buttons. Search “MSC.” All the grayed out buttons have been added to your custom button section. You’ll have to delete them.

   

   NOTE

   If none of the buttons are grayed out, it means you haven’t added them. You can skip this section.

2. Drag and drop the MSC buttons from the Custom Buttons section to the console.

   

3. Click Quick Save when done.

   

Remove Sales Connect Fields from Activity History Section

1. Scroll to the bottom of the page to the Activity History related list section and click on the Wrench icon.

   

2. Select the Sales Connect Fields from the Selected Fields area and Click the Remove arrow. Click OK when done.

   

   NOTE

   The abbrevation MSE is Sales Connect. It’s just the previous name, “Marketo Sales Engage.”

3. Click Save when you’re done with the Leads page.

Remove Sales Connect Bulk Action Buttons from Lead List View

1. In the left nav, under Build, expand (but don’t click on) Customize, then Leads. Then, select Search Layouts.

   

2. Next to Leads List View, click Edit.

   

3. Select Add to MSC Campaign (Classic), Email with MSC (Classic), and Push to MSC (Classic), and click the Remove arrow. Then click Save.

   

You should no longer see the buttons on the lead list view.

Remove MSC Configuration for Contacts

1. In Salesforce, click Setup.

2. In the left nav, under Build, expand (but don’t click on) Customize, then Contacts. Then, select Page Layouts.

3. Next to Contact Layout, click Edit.

4. Repeat steps from all three sections.

Remove MSC Configuration for Opportunity

1. In Salesforce, click Setup.

2. In the left nav, under Build, expand (but don’t click on) Customize, then Opportunities. Then, select Page Layouts.

3. Next to Opportunity Layout, click Edit.

4. Repeat steps from all three sections.

Opportunity view has only one button – “Send MSE Email” and the following fields:

Remove MSC Configuration for Account

1. In Salesforce, click Setup.

2. In the left nav, under Build, expand (but don’t click on) Customize, then Account. Then, select Page Layouts.

3. Next to Account Layout, click Edit.

4. Repeat steps from all three sections.

Account view has only one button – “Send MSE Email” and the following fields:

Remove Marketo Sales Outbox

1. In Salesforce, click the + tab on the top of your screen.

2. Click Customize My Tabs.

3. Select the Marketo Sales Outbox option from the right. Click the Remove arrow, then click Save.

Delete Sales Connect Package

Once you’ve removed all the objects from your Salesforce Account, follow the steps below.

1. In Salesforce, click Setup.

2. In the Quick Find box, enter “Apex Classes.”

3. Click Delete next to all “MarketoSalesConnectionCustomization” or “MarketoSalesEngageCustomization” entries on your list.

You’re all set!

Here’s a list of all the objects that need to be removed from your Salesforce instance:

Sales Connect Customization Details