WARNING: If you uninstall SUMO Scheduler or do not renew your annual contract by the renewal date, then you will lose access to the following data, which may likely be unrecoverable, unless you have taken the proper steps to export your data:

  • SUMO Appointments – Yes, you will lose access, and for this reason, we recommend you export your data prior to uninstalling or your cancellation date.
  • Work Shifts – Yes, you will lose access, and for this reason, we recommend you export your data prior to uninstalling or your cancellation date.
  • Services – Yes, you will lose access, and for this reason, we recommend you export your data prior to uninstalling or your cancellation date.
  • Locations & Rooms – Yes, you will lose access, and for this reason, we recommend you export your data prior to uninstalling or your cancellation date.
  • Custom Objects – If you leveraged the SUMO Additional custom objects, then yes, you will lose access, and for this reason, we recommend you export your data prior to uninstalling or your cancellation date.

IMPORTANT NOTE: You may retain access to the following data, as long as you already have at least 1 Salesforce.com Enterprise (or higher) license in your SUMO Scheduler Org before your SUMO Scheduler contract renewal date.

  • Accounts – No, when you uninstall SUMO Scheduler, you will still have access to your accounts.
  • Contacts – No, when you uninstall SUMO Scheduler, you will still have access to your contacts.  However, if you were using SUMO Person Accounts, then you may have to take additional steps to export & re-import these as Salesforce Person Accounts.

Will my SUMO Appointments remain in Salesforce as tasks or events?

  • SUMO 4 (Fall 2015) includes a Calendar Sync tool that syncs “SUMO Appointments <-> Salesforce Events”.
  • Once on SUMO 4, you must turn on Calendar Sync, and going forward from this data forward, then all SUMO Appointments will also be created as Salesforce Events.
  • Therefore, upon canceling or uninstalling SUMO Scheduler, while your SUMO Appointments will no longer be accessible, your Salesforce Events will if you maintain a Salesforce license.

Is there an option to retain a few licenses, so I do not lose access to my data?

  • Yes, we have a 15 license minimum, so as long as you maintain a subscription to a min of 15 licenses, then you will maintain access to SUMO Scheduler and all of your data.