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Your organization must run Salesforce Enterprise or Unlimited edition to install ClosePlan. If your organization does not run Salesforce Enterprise or Unlimited edition, please contact your technical support.
Make sure users in your organization who will be working with ClosePlan have a valid Salesforce User License.
If a user does not have a valid Salesforce User License, they cannot use ClosePlan. Contact your technical support to get additional licenses.
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- Team Settings / Opportunity Splits Settings Feature
- Go to Setup > in the Quick Find box enter Opportunity Team Settings > open it > check "Enable Team Selling" > Save
- If you are using Opportunity Splits Settings, make sure this feature is enabled.
- Chatter Feature
- Go to Setup > in the Quick Find box enter Chatter Settings > check "Enable" > Save
- Notes Feature (This is an enhanced version of the Salesforce Notes & Attachments)
- Go to Setup > in the Quick Find box enter Notes settings > check "Enable Notes" > Save
- Account Teams
- Go to Setup > in the Quick Find box enter Account teams > select Enable Account Teams > check "Account Teams Enabled" and Save.
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My domain is required for the Lightning Experience environment to use any custom Lightning Components inside the Lightning Page Builder. This applies to all components provided by managed packages or even your own implementation. Without 'My Domain', page builder custom components sections will be empty. As a result, you will be prevented from setting up ClosePlan in your Lightning Opportunity view (or any other). My Domain must by deployed to Users. If your organization is running Classic only, 'My Domain' is optional because components are placed into page layouts instead of Lightning pages and uses VisualForce wrappers. |
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