Removing a client

Only managers can remove a client. In Manage clients, choose Remove on the environment and type the client’s name to confirm.

In your org

Removing an environment:

1. stops its checks and revokes its connection at once;
2. deletes its Flow error address;
3. deletes its stored data straight away: collection results, incidents and email reports;
4. records who removed it and when.

Removing a client’s last environment removes the client and its consultant assignments too.

In the client org

For a fully connected environment, choose how to clean up the client org.

With the client admin’s login (recommended)

The dialog lists every change. The admin agrees, logs in once, and the app reverses each setup step:

• takes the OrgHealth_Connector_Access permission set away from every user;
• deactivates the integration users. Only users on the Salesforce Integration licence are touched, so no person loses access;
• deletes the connector app, then the sharing rules, the permission set and the group;
• removes your Flow error addresses from Apex Exception Email, leaving every other recipient in place;
• if you choose, sends Flow error emails back to each Flow’s last modifier.

It carries on past a failed step, so one problem doesn’t leave access in place. Anything that couldn’t be removed is listed with instructions for the admin. The login is revoked at the end, whatever happened.

With a checklist

The dialog gives the client admin the same steps to do in Setup, with a copy button.

Flow errors only environments

The client admin removes the address from Apex Exception Email. They can also set Process Automation Settings back to send Flow errors to the last modifier.