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ClosePlan does not allow package installation directly from the AppExchange. Instead, you will receive the installation link and information from the ClosePlan team.
Please make sure that all prerequisites are configured properly before initiating the installation process.
ClosePlan can be installed into Production or Sandbox organizations.
- For Production installation, the installation link begins with https://login.salesforce.com/... to
- For Sandbox installation, the installation link begins with https://test.salesforce.com/..
- Log in to Salesforce as Administrator
- Choose where you want to install the application and click Install Here
- Install in this org = installs to your Production organization
- Install in a Sandbox org = installs to your Sandbox organization
- Select Install for All users > click .
ClosePlan Installation Process
Installation may be prevented if your organization is running an older version of Salesforce. In such cases, you must wait until an upgrade is completed.
To find out when your organization will update, please check Salesforce Trust here.
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- Open the installation link using your preferred browser
- If needed, log in to your Salesforce organization (You must be a System Administrator)
- Select "Install for All Users"
- Click Install
- Wait until ClosePlan is successfully InstallsInstalled.
- Installation may take some time. You will receive an e-mail when the installation is complete.Note: There may be additional issues which can prevent installation, such as specific configurations in your Salesforce organization. In such cases, please contact the ClosePlan team and forward any error messages presented during the installation.
- To verify that you have installed the ClosePlan Package, go to Setup > in the Quick Find box enter Installed Packages, and look for ClosePlan
Troubleshooting
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- If the installation fails:
Make sure prerequisites have been verified.
- Check the Known Installation Issues
- Contact the People.ai team and forward any error messages presented during the installation or failure email to Support@People.ai