AdvologixPM

Before Uninstalling AdvologixPM...

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Activities  (tasks & events) have an entry field called "Realted To". In AdvoLogix, this field is usually (but not always) assigned to a Matter. By default, Salesforce.com does not allow other users to see Activities that are not assigned to an entity such as a Matter. This makes it modestly difficult for other users to add records for someone else, and then go back and edit the record later.

To overcome this limitation, AdvologixPM has a unique feature that allows Activities that are not associated with an entity to still be managed by other users. This is done by automatically assigning them (Related To) to an internal record we create in the Unassigned custom object.

When removing AdvologixPM form your Org, Activities will be removed if they are "Related To" to an AdvoLogix record. The following steps can be taken as a precaution to prevent the removal of Activiites when uninstalling AdvologixPM.

STEP 1

  1. Create a new Custom Object, you may choose to call it: “Unassigned

    (Custom)”.Click Setup | Create | Objects, click the “New Custom Object” button.

  2. In the custom object's "optional Features" section be sure to enable “Allow Activities”.
  3. Save the new custom object.

STEP 2

  1. Create a new Custom Tab, you may choose to call it: “Unassigned (Custom)”.

    Click Setup | Create | Tabs, then click the “New” button.

  2. Select “Unassigned (Custom)” as the Object.
  3. Save the new custom tab.

STEP 3

  1. Open the “Unassigned (Custom)” Tab (created in Step 2).
  2. Click “New” button and create a new Unassigned (Custom) record.

STEP 4

Update all existing activities (events and tasks) currently linked to the existing AdvologixPM “Unassigned” object. Move those activities to the new Unassigned (Custom) object created in Step 1. One way to do this is by using the Data Loader, as follows:

  1. Open the Data Loader. 
  2. Choose Export then select the “Event” object.
  3. Create the appropriate Query. It should look something like this:

    Select Id, Subject, WhatId from Event Where What.Type = 'advlgxpm__Unassigned__c'

  4. Choose Finish to begin the Export process.
  5. This process should generate a CSV file with the events exported.
  6. Open the file in MS Excel.
  7. Replace the “WhatId” value with the Record ID of the record created in Step 3 above.
  8. Run Data Loader again.
  9. Update this file back into Salesforce using Data Loader Upsert feature.
  10. Repeat this process for the Tasks records.

 

STEP 5

Because all records belonging to AdvologixPM will be removed when you uninstall the package you should repeat Step 4 for other Activities you have assigned to AdvologoxPM records. For example any Activities assigned to Matter records will be removed unless re-assigned from the Matter. Please note this applies to all AdvologixPM record types.

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