---
schema_version: "1"
id: 7c4e5e27cd9429f5460cc4f4260268c14919289c3975339aa830936841671a40
title: Reset Managed Package Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_managed_package_revert.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_managed_package_revert.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a57b413e80ed54f08cea3d1ee5b09dd2bd8763a3444a0840d61eb38c7df0ab4
description: Undo changes made to your Salesforce org by the Quip Setup Starter managed package.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Reset Managed Package Features

Undo changes made to your Salesforce org by the Quip Setup Starter managed package.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

Reset your Salesforce org and delete changes made by the Quip managed package.

## Add the Account Plan

To remove the Quip Account Plan from your accounts, then deactivate the process.

If you chose to create an Account Plan when a new record is created, do the following:

1. From the Quick Find box in Setup, enter Process Builder.
2. Select **Quip - Account - Create Account Plan**.
    
    ![Quip - Account - Create Account Plan process selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_account_plan_process.png)
3. Click **Deactivate**, then **Confirm**.
4. To delete the process, find the deactivated process and expand it, then click **Delete**.
    
    ![Deactivated process with Delete button highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_delete_process.png)
5. If you chose not to activate the record page later, do the following:
    1. From Setup, go to the Object Manager.
    2. Select the object that you embedded your Account Plan template in.
    3. Click **Lightning Record Pages**, then the record page you chose.
        
        ![Record page with Edit button highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_lex_record_page.png)
    4. Click **Edit**.
    5. From the Lightning App Builder, click the Account Plan tab, and delete it. Click **Save**.
        
        ![Account Plan tab selected. Account Plan "x" selected to delete.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_app_builder.png)
6. To delete the custom field, from Setup, go to the Object Manager.
7. Select the object that you embedded your Account Plan template in.
8. Click **Fields & Relationships** and find the Account Plan field.
    
    ![Account Plan custom field with Delete button highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_delete_custom_field.png)
9. Click **Delete** from the dropdown.

## Add Opportunity Notes

To remove Opportunity Notes from your opportunities, follow the same steps as with the Account Plan deletion process but for the Opportunity object.

- Deactivate and delete the Quip - Opportunity - Create Opportunity Notes process.
- If you chose to activate the record page later, delete the record page with “with Opportunity Notes” added to it.
- If chose not to activate the record page later, delete the Opportunity Notes tab.
- Delete the Opportunity Notes custom field.

## Add Custom Quip Document

To remove your custom document from your selected object, follow the same steps as with the Account Plan and Opportunity Notes deletion process but for your object and document.

- Deactivate and delete the Quip - \[Object Name\] - \[Process Name\] process.
- If you chose to activate the record page later, delete the record page with “with \[Process Name\]” added to it.
- If you chose not to activate the record page later, delete the custom tab.
- Delete the \[Process Name\] custom field.

## Move Documents to Folder

To reset your document management, complete the following steps:

1. Deactivate the process.
    1. From the Quick Find box in Setup, enter Process Builder.
    2. Select **Quip - \[Object\] Folder Organization (Trigger)**.
    3. Click **Deactivate**, then **Confirm**.
2. Delete the process. Find the deactivated process and expand it, then click **Delete**.
    
    ![Deactivated process with delete highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_move_doc_process.png)
3. Delete the custom field.
    1. From Setup, go to the Object Manager.
    2. Select the object you chose during the document management setup.
    3. Click **Fields & Relationships** and find the Quip Folder field.
        
        ![Quip Folder custom field with Delete highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_quip_folder_field.png)
    4. Click **Delete** from the dropdown.
4. Deactivate and delete the flow.
    1. From the Quick Find box in Setup, enter Flows.
    2. Find the flow that ends with “Folder Organization” and click **View Details and Versions** from the dropdown.
        
        ![Quip Folder Organization flow with "View Details and Versions" highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_flow_dropdown.png)
    3. Click **Deactivate**, then **Delete**.
5. Delete the folder.
    1. In Quip, go to your Private folder.
    2. Find the folder you specified during the setup and click **Delete Folder** from the dropdown.

## Send Document Notifications

To stop automatic document notifications, complete the following steps:

1. Deactivate the process.
    1. From the Quick Find box in Setup, enter Process Builder.
    2. Select **Quip - \[Object\] - \[Condition\] - Document Notifications** .
    3. Click **Deactivate**, then **Confirm**.
2. Delete the process. Find the deactivated process and expand it, then click **Delete**.
    
    ![Deactivated process with delete highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_move_doc_process.png)

## Set Up Live Data Feed

To revert the live data feed, complete the following steps:

1. Deactivate the process.
    1. From the Quick Find box in Setup, enter Process Builder.
    2. Select **Quip - \[Object\] - \[Condition\] - Live Data Feed** .
    3. Click **Deactivate**, then **Confirm**.
2. Delete the process. Find the deactivated process and expand it. Click **Delete**.
    
    ![Deactivated process with delete highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_setup_starter_live_data_delete.png)