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Closeplan Version 1.275 or greater must be installed
Closeplan Relationship Map licenses must be assigned to the relevant users
ZoomInfo SalesOS licenses must be assigned to the relevant users
ZoomInfo Enterprise API SKU
Custom fields for ZoomInfo IDs (see this section)
| Note |
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Important: As of March 2024, the ZoomInfo API does not support SSO login. |
Setup Named Credentials in Salesforce
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