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• Tradeoffs and Limitations of Shield Platform Encryption
• Which Custom Field Types Can I Encrypt?
• Which Standard Fields Can I Encrypt?
• Encrypt Custom Fields in Installed Managed Packages

Encryption settings can be viewed here:

• Gear Icon > Set Up > Home > search: encryption ---- confirm
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Permission Set & Permission Set Group Assignments with Expiration Dates can disable ClosePlan

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• Lightning Web Security (LWS) is a new client-side security architecture for Lightning components. LWS replaces Lightning Locker settings.
• LWS is auto-activated in all NEW Salesforce Organizations created after January 2023. 
• LWS must be deactivated for the ClosePlan application to work properly 
  • The security level is not affected as Locker Service will be auto-enabled instead.
  • For more information see:  Lightning Web Security FAQ
• LWS settings can be viewed here:
  • Gear Icon > Set Up > Home > search: Session Settings > Lightning Web Security --- ensure the box is not ticked.

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• 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.

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