Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


  • For Production installation, the installation link begins with
  • For Sandbox installation, the installation link begins with
  • ClosePlan Installation Process
  • 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 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
  • If the installation fails:
    • Make sure prerequisites have been verified.

    • Check the Known Installation BlockersIssues
    • Contact the team and forward any error messages presented during the installation or failure email to