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Table of Contents

Salesforce System Administrator

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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:

Permission Set & Permission Set Group Assignments with Expiration Dates can disable ClosePlan

If your Organization has activated or is planning to activate Permission Set & Permission Set Group Assignments with Expiration Dates, do not set an expiration date for ClosePlan Permission sets, this is handled in the ClosePlan Application. 

Setting the expiration date on ClosePlan permissions will block Users from the ClosePlan app on the expiration date. If you have questions, please contact us at support@People.ai

Lightning Web Security will cause unexpected Behavior

Lightning Web Security (LWS) must be disabled. 

LWS is a new client-side security architecture for Lightning components. LWS replaces Lightning Locker settings.

LWS is activated in all NEW Salesforce Organizations from January 2023. 

For ClosePlan to function properly, LWS must be deactivated. 

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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Required SFDC Features

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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 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.


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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