Page Comparison

Roll up Summary Field

• Opportunity

• ClosePlan Requires only 1
• Your Organization has:
  • Soft Limit: 25
  • Hard Limit: 40

Total Field Limits

• Opportunity
• Account
• Contact
• Task

• ClosePlan requires:  6 Opportunity, 3 Account, 9 Contact, 2 Task
• Your Organization has:
  • 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
• Your Organization has:
  • Hard Limit: 40

Spanning Field Limit

• Opportunity

• ClosePlan requires: 3 Opportunity
• Your Organization has:
  • Soft Limit 15
  • Hard Limit: 20

• ClosePlan requires: ~5mb
• Organizations can have up to 250mb

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.

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.