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  • 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: