Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 19 Next »

ClosePlan does not allow package installation directly from the AppExchange. Instead, you will receive the installation link and information from the ClosePlan team. 

Please make sure that all prerequisites are configured properly before initiating the installation process.

ClosePlan can be installed into Production or Sandbox organizations. 

  • For Production installation, the installation link begins with https://login.salesforce.com/...
  • For Sandbox installation, the installation link begins with https://test.salesforce.com/...

ClosePlan Installation Process

  • Open the installation link using your preferred browser

  • If needed, log in to your Salesforce organization (You must be a System Administrator) 

  • Select "Install for All Users"

  • 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, and look for ClosePlan

  • If the installation fails, make sure all the prerequisites are in place. If all prerequisites are present, please contact the ClosePlan team and forward any error messages presented during the installation or failure email.

Known Installation blockers:

Very rarely, ClosePlan installation can be blocked.  Installation may reveal that Organizations are at their limit of certain Fields, running older releases or are missing Salesforce database components. These limits must be addressed before ClosePlan can be installed. 

Item

Object

Notes

Roll up Summary Field

  • Opportunity
  • ClosePlan Requires only 1
  • Your Organization has:
    • Soft Limit: 25
    • Hard Limit: 40

Total Field Limits

  • Opportunity
  • Account
  • Contact
  • Task
  • ClosePlan requires:  6 Opportunity, 3 Account, 9 Contact, 2 Task
  • Your Organization has:
    • Enterprise: 500 + 400 Managed Package Fields
    • Unlimited/Performance: 800 + 100 Managed Package Fields
    • Hard Limit: 900

Relationship Field Limit

  • Opportunity
  • ClosePlan requires: 1 Opportunity, 1 Task
  • Your Organization has:
    • Hard Limit: 40

Spanning Field Limit

  • Opportunity
  • ClosePlan requires: 3 Opportunity
  • Your Organization has:
    • Soft Limit 15
    • Hard Limit: 20
Other known issues
Insufficient Static Resources SpaceNone, General Organization
  • ClosePlan requires: ~5mb
  • Organizations can have up to 250mb

Content Distribution Feature

None, General Organization

ClosePlan requires related database object to be present. It usually is. Enabling this feature has NO impact on your Salesforce Organization. This feature is out of the box from Salesforce. If you Org is older, it may not be present.

Older Salesforce ReleaseNone, General Organization

Installation may be prevented if your organization 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 organization will 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.

Additionally, you may choose to review /wiki/spaces/CPDOC/pages/36691148869

  • No labels