ClosePlan does not allow to install package installation directly from the AppExchange. Instead, you will receive the installation link and information from the ClosePlan team when the time comes.
Please make sure that all prerequisites are configured properly before initiating initiating the installation process.
ClosePlan can be installed into the Production or Sandbox organisationsorganizations.
- For Production installation, the installation link should begin begins with https://login.salesforce.com/...
- For Sandbox installation, the installation link should begin begins with https://test.salesforce.com/...
ClosePlan Installation Process
- Open the installation link using your preferred browser
- If needed, log in to your Salesforce organisation organization (You must be a System Administrator user is required)
- Select "Install for All users optionUsers"
- Click Install
- Wait until ClosePlan is successfully Installed.
- Installation may take some time. You will receive an e-mail when the installation is complete.
- To verify that you have installed the ClosePlan Package, go to Setup > in the Quick Find box enter Installed Packages, and look for ClosePlan
- In case If the installation fails, make sure all the prerequisites are in place. Otherwise contact the ClosePlan :
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
Known Installation blockers:
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| title | Version Mismatch |
|---|
Installation may be prevented if your organisation is still running an older Salesforce release. In such case, you must wait until Salesforce is upgraded.
Please refer to Salesforce Trust to find out when will your organisation receive the latest update.
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