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Clients who create Dev, Partial or Full Copy and UAT Sandboxes copied from Production environments may find that ClosePlan may throw errors regarding access to modules.
Error:
Errors may be seen and will relate to access to modules. For example:
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Metadata API not configured.
Sales Process can be validated due to disabled access to Metadata APIs
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In order to configure Object Picklists for Relationship maps, set up Sales Process for Playbook, Metadata API access must be provided
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Solution:
The place to look is here:
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Go to ClosePlan Admin Tab > Environment > Relationships > Picklist Values..
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If you don't see the Picklist Values, that is an indicator that one or all of the following:
URLs are not correct
Consumer Secret and Consumer Key are not updated
Named Credentials are not confirmedauthorized or are authorized by an inactive user.
If this is a copy of a Production for example, the after-Install configuration needs to be updated (copies will still point to old info from the original)
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1. Check Connected App:
Check/correct the URL
if you need to correct the URL, then the connected app will generate a new keys and you will need to change the keys in step 2 and update step 3
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2. Auth Provider
Check the Consumer Key and Secret and replace if needed or in doubt.
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