- To install ClosePlan, click on the Installation link provided by the ClosePlan team.
- For Sandbox installation, just change https://login.salesforce... to https://test.salesforce...
- Log in to Salesforce as Administrator
- Choose where you want to install the application and click Install Here
- Install in this org = installs to your Production organization
- Install in a Sandbox org = installs to your Sandbox organization
- Select Install for All users > click Install
- Wait until ClosePlan successfully Installs.
- Installation may take some time. You will receive an e-mail when the installation is complete.
- Note: There may be additional issues which can prevent installation, such as specific configurations in your Salesforce organization. In such cases, please contact the ClosePlan team and forward any error messages presented during the installation.
- To verify that you have installed the ClosePlan Package, go to Setup > in the Quick Find box enter Installed Packages, look for ClosePlan
Troubleshooting
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Installation may be prevented if your organization is running an older version of Salesforce. In such cases, you must wait until an upgrade is completed. To find out when your organization will update, please check Salesforce Trust here.
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