Table of Contents |
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Maintenance
1. Maintenance
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- Recalculate Events in Playbook - Number of Events and status (Not Started, In Progress, Completed)
- Use 'Recalc ClosePlan Rollups' if incorrect data is being surfaced
- e.g. a report incorrectly displays the number of of 'Not Started' Events as 2, but there are actually 5.
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Info |
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Warning: This function is intended ONLY for uninstallation or intentional Cleanup of ClosePlan. Configuration data WILL be deleted. Use with caution.! |
Clicking on Delete Context Metadata will delete all ClosePlan metadata in your organization and will return ClosePlan to default settings.
- Click Delete Context Metadata and Confirm
2. Trigger Settings
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APEX Triggers are executed during DML operations (i.e. inserting or updating a record) for sObjects that have triggers defined by this application.
Trigger Settings allows you to temporarily disable triggers or change the behavior for entire organization. This functionality can be used during debugging, or if it is necessary to run some asynchronous jobs and provide as many resources as possible, such as CPU time.
By default, all settings are unchecked. Use with caution.
Warning:
- Keep in mind that the triggers must be enabled at all times, except in exceptional cases, so that the data state is not compromised.
- Operations performed during exceptional cases should not be of a nature that directly affects the data consistency of the application, or to bypass processes required by the application.
3. Package Upgrade Behavior
Permit or deny permission to have the Org automatically upgraded to new versions.
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- When disabled, push-upgrades are permitted.
- When enabled, push-upgrades are NOT permitted.
4. Misc
Manage Flags functionality provides the ability to tweak some additional behavior for the running user User only. It is mainly intended for debugging purposes.