ClosePlan does not allow to install package directly from AppExchange. Instead, you will receive installation link from ClosePlan team when the time comes.
Please make sure that all prerequisites are configured properly before initiating the installation process.
ClosePlan can be installed into the Production or Sandbox organisations.
- For Production installation, installation link should begin with https://login.salesforce.com/...
- For Sandbox installation, installation link should begin with https://test.salesforce.com/...
Installation Process
- Open installation link using your preferred browser
- If needed, log in to your Salesforce organisation (System Administrator user is required)
- Select Install for All users option
- 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, look for ClosePlan
- In case installation fails, make sure all the prerequisites are in place. Otherwise contact the ClosePlan team and forward any error messages presented during the installation or failure email.
Known Installation blockers:
Version Mismatch
Installation may be prevented if your organisation is still running an older Salesforce release. In such case, you must wait until Salesforce is upgraded.
Please refer to Salesforce Trust to find out when will your organisation receive the latest update.
- Open the current month maintenance and find the correct row based on your server instance (ie. EU17, etc.).
- To find your server instance name, login to Salesforce, open Setup > Company Information and look for the Instance field.