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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.
- ClosePlan requires the Opportunity Team Member database object to be present.
Chatter Feature
- Go to Setup > in the Quick Find box enter Chatter Settings > check "Enable" > Save
- 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
- 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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Account Teams is not currently required to install ClosePlan. However, future Application development may require Account Teams for additional features |
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