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In order to configure Object Picklists for Relationship Maps , or set up Sales Processes for Playbooks, Metadata API access must be provided.

Solution:

  • Check to see if Metadata APIs are configured.

    • Go to ClosePlan Admin Tab > Environment > Relationships > Picklist Values..

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  • URLs are not correct in configuration

  • Consumer Secret and/or Consumer Key information are is not updated

  • Named Credentials are not authorized correctly or are authorized by an inactive user.

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