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Clients who create Dev, Partial or Full Copy and UAT Sandboxes copied from Production environments may find that ClosePlan may throw throws errors regarding access to modules.
Error Messages:
Metadata “Metadata API not configured.”
Sales “Sales Process can cannot be validated due to disabled access to Metadata APIsAPIs”
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In order to configure Object Picklists for Relationship mapsMaps, set up Sales Process Processes for PlaybookPlaybooks, Metadata API access must be provided
Solution:
Check to see if Metadata APIs are configured.
Go to ClosePlan Admin Tab > Environment > Relationships > Picklist Values..
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If you don't see the Picklist Values, that is an indicator that one or all of the following are happening:
URLs are not correct in configuration
Consumer Secret and/or Consumer Key information are not updated
Named Credentials are not authorized correctly or are authorized by an inactive user.
If this is a copy of a Production for example, the after-Install configuration needs to be updated (copies will still point to old info from the original)
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Confirm the Named Credentials used are from the correct Org!
( This error is generated when Sandboxes have Users see the Metadata API error when Sandbox Named Credentials are confirmed with an incorrect User ID, for example a Production Org log in.)