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  • Find the Installation link provided by the ClosePlan team and open it

  • Login into Salesforce as System Administrator 

Info
titleNOTE

In some upgrades, you may be asked for the location of the upgrade.  If so, follow:

  • Choose where you want to install the application and click Install Here
    •  Install in this org = Installation to your Production organization 
    • Install in a Sandbox org = Installation to your Sandbox organization

Continue to the next step

  • Select Install for All users > click Upgrade
  • Wait until ClosePlan successfully installs.
    • Installation is usually completed in 5-15 minutes but can sometimes take longer than you think. You will receive an e-mail when the installation is complete.
    • NOTE: There may be additional issues which may 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. Best practice is to send a full screenshot.


Info

Salesforce uses persistent caching, which may prevent new changes from being applied instantly or may even present temporary errors until the session is refreshed.

This behavior can be solved by temporarily turning persistent caching OFF:

  • Go to Setup > in the Quick Find box enter Security > find Session Settings and open it
  • Find the section: Caching. Disable: Enable s 
  • Click Save 

  • Refresh ClosePlan and continue with New Version Upgrade

    Note

    After completing New Version Upgrade, reactivate Enable s


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