Using Environment Settings
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Environment Settings allowClosePlan Admin Admin Users to:
- Specify which ClosePlan features and functions are presented to their teams.
- Select and deploy ClosePlan modules and fields that will appear in ClosePlanAccounts and Opportunity Page Layouts.
- Delete ClosePlan context Metadata
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You must be a Salesforce Administrator with Customized Application permission settings in Salesforce to update these settings. Environment Settings are processed asynchronously and may take longer than you might expect for changes to be applied. |
Access
ClosePlan Admin tab > Environment on the left panel menu