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Table of Contents

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Shield Platform Encryption can interfere with ClosePlan

Salesforce Shield Platform Encryption can conflict with basic ClosePlan SQL query operations which are critical for the ClosePlan Application.
(e.g. ORDER BY, LIKE, and other statements)

If your organization is running Salesforce Shield Encryption, ClosePlan may not function properly.

For a list of fields that must not be encrypted, please see ClosePlan Shield Platform Encryption Requirements

If you have deployed, or are planning to deploy, Shield Platform Encryption, please contact People.ai support to schedule a review at support@People.ai

If you plan to enable Encryption, we recommend the following articles:


Required SFDC Features

The following features must be enabled prior to installing ClosePlan:

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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
        If you are
      • ClosePlan requires the Opportunity Team Member database object to be present.
        Enabling either Opportunity Teams or Opportunity Splits will create the Opportunity Team Member database.
      • If your Organization is NOT using Opportunity Splits Settings, make sure this feature is enabled, 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.


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.

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