Very rarely, ClosePlan installation can be blocked. Installation may reveal that Organizations are at their limit of certain Fields, running older releases or are missing Salesforce database components. These limits must be addressed before ClosePlan can be installed. Below you will find information on the very rare issues that may prevent installation of ClosePlan within Organizations. Item | Object | Notes |
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Roll up Summary Field | Opportunity | - ClosePlan Requires only 1
- Soft Limit: 25 Hard Limit: 40
| Total Field Limits | Opportunity | - ClosePlan requires: 6 Opportunity, 3 Account, 9 Contact, 2 Task
- Enterprise: 500 + 400 Managed Package Fields
- Unlimited/Performance: 800 + 100 Managed Package Fields
- Hard Limit: 900
| Relationship Field Limit | Opportunity | - ClosePlan requires: 1 Opportunity, 1 Task
- Hard Limit: 40
| Spanning Field Limit | Opportunity | - ClosePlan requires: 3 Opportunity
- Soft Limit 15 Hard Limit: 20
| Insufficient Static Resources Space | None, General Organization | - ClosePlan requires: ~5mb
- Organizations can have up to 250mb
| | Other known issues |
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Content Distribution Feature | None, General Organization | ClosePlan requires related database object to be present. It usually is. Enabling this feature has NO impact on your Salesforce Organization. This feature is out of the box from Salesforce. If you Org is older, it may not be present. | | Older Salesforce Release | None, General Organization | Installation may be prevented if your organization is still running an older Salesforce release. In such case, you must wait until Salesforce is upgraded. Please refer to Salesforce Trust to find out when will your organization will receive the latest update. - Open the current month maintenance and find the correct row based on your server instance (ie. EU17, etc.).
- To find your server instance name, login to Salesforce, open Setup > Company Information and look for the Instance field.
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Additionally, you may choose to review /wiki/spaces/CPDOC/pages/36691148869/wiki/spaces/CPDOC/pages/36691148869 |