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"
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.If all prerequisites are present, please contact the ClosePlan
- Check the Known Installation Blockers
- Contact the People.ai team and forward any error messages presented during the installation or failure email .Check the Known Installation Blockersto Support@People.ai