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- For Production installation, the installation link begins with https://login.salesforce.com/...
- For Sandbox installation, the installation link begins with https://test.salesforce.com/...
ClosePlan Installation Process
- Open the installation link using your preferred browser
- If needed, log in to your Salesforce organization (You must be a System Administrator)
- Select "Install for All Users"
- Click Install
- Wait until ClosePlan is successfully Installed.
- Installation may take some time. You will receive an e-mail when the installation is complete.
- To verify that you have installed the ClosePlan Package, go to Setup > in the Quick Find box enter Installed Packages, and look for ClosePlan
- If the installation fails:
Make sure prerequisites have been verified.
- Check the Known Installation BlockersIssues
- Contact the People.ai team and forward any error messages presented during the installation or failure email to Support@People.ai