Page Comparison

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ClosePlan uses Metadata to read and tweak configurations in a controlled way to prevent user errors.

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Examples:

• RetrievingSales Process :details

  • Which Sales Stage belongs to what Sales Process?

  Example: Changing

  • , etc.

• Managing Picklist Values for ClosePlan objects

  • Whenever a User updates the Relationship Map Picklist Values, several objects are updated at the same time. Additional Metadata related to those Picklist values are also defined.

• ClosePlan maintains the state of the Metadata to avoid user errors like typos.

External Access to the System

ClosePlan Connected App does not NOT provide any access to a Client Org under any circumstances.

In order for the the Connected Application to provide access, a 3rd party would need to have the :

• Consumer Key,

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• Consumer Secret Key

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• User within the system with Login, Password and

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• security token

Authentication with an Integration User

In most Orgs, ClosePlan Named Credentials are authenticated by a User with System Administrator profile as it covers all needed permissions.

Some Orgs prefer to authenticate the Named Credentials with an Integration User. In this case the Integration User must be provided with Modify All Data permission.with specific permissions as descibed below.

Note that by Integration User, we mean any other user with Salesforce type license that is dedicated to be used for similar scenarios and is not typically represented by an actual user. Users with special ‘Salesforce Integration User’ licence type cannot be used to authorize Named Credentials.

Minimal Persmission setup

TO BE SPECIFIED IN DETAIL

In the event that Modify All Data cannot be assigned to the Integration User, ClosePlan can still function with some functionality limitations. Examples of these limitations are:

• Picklist Values will not be editable

• Field creation will not be permitted, such as attempting to create a Custom Attribute in the ClosePlan Admin

• Additional Administrative limitations can also occur

Are Named Credentials required for ClosePlan to function?

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