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Table of Contents

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Note
titleMy Domain explanation

My domain is required for the Lightning Experience environment to use any custom Lightning Components inside the Lightning Page Builder. This applies to all components provided by managed packages or even your own implementation.

Without 'My Domain', page builder custom components sections will be empty. As a result, you will be prevented from setting up ClosePlan in your Lightning Opportunity view (or any other). My Domain must be deployed to Users. 

If your organization is running Classic only, 'My Domain' is optional because components are placed into page layouts instead of Lightning pages and use VisualForce wrappers.

  • Team Settings / Opportunity Splits Settings Feature

    • Go to Setup > in the Quick Find box enter Opportunity Team Settings  > open it > check "Enable Team Selling" > Save
      • ClosePlan requires the Opportunity Team Member database object to be present.
        Enabling either Opportunity Teams or Opportunity Splits will create the Opportunity Team Member object in the database.
      • If your Organization is NOT using Opportunity Splits, then it is recommended to enable only Opportunity Teams.
        Note: Enabling Opportunity Teams will have no impact on your Salesforce Organization. 


  • Chatter Feature

    • Go to Setup > in the Quick Find box enter Chatter Settings > check "Enable" > Save


  • Notes Feature 

    (This is an enhanced version of the Salesforce Notes & Attachments)
    • Go to Setup > in the Quick Find box enter Notes settings > check "Enable Notes" > Save


  • Account Teams

    • Go to Setup > in the Quick Find box enter Account teams > select Enable Account Teams > check "Account Teams Enabled" and Save.

My domain is required for the Lightning Experience environment to use any custom Lightning Components inside the Lightning Page Builder. This applies to all components provided by managed packages or even your own implementation.

Without 'My Domain', page builder custom components sections will be empty. As a result, you will be prevented from setting up ClosePlan in your Lightning Opportunity view (or any other). My Domain must be deployed to Users. 

If your organization is running Classic only, 'My Domain' is optional because components are placed into page layouts instead of Lightning pages and use VisualForce wrappers.
Note
titleMy Domain explanation
Info

Account Teams is not currently required to install ClosePlan. However, future Application development may require Account Teams for additional features



Info
titleNote for Older Organizations (< 2014)

If your organization was created prior to ~2014, there may be features that are required but may be entirely missing in your org, such as Content Delivery. If so, contact Salesforce Support to enable the missing features.

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