Configure ClosePlan Permission Sets
In order to configure Permission Sets, you need to have 'Manage Profiles and Permission Sets' permission granted.
Go to ClosePlan Admin tab > User Manager
If no configuration exists, a prompt should appear.
If there is no prompt, click ‘Configure’ in the Permission Set Configuration section.
Click ‘Configure' next to the desired License type or click ‘Configure All Available’ to configure all License Types available to your Organisation and confirm.
Step 1 | Step 2 | Step 3 | Step 4 |
|---|---|---|---|
 |  |  |  |
After Permission sets are configured, refresh the page. Configured Permission Sets under 'Permission Set Configuration' section should have the green checkmark. If not, please wait several minutes and refresh again.
NOTE: Permission sets are usually saved in a few seconds, but some organisations may have delays of up to several minutes.
Once configuration is saved, you may proceed with user provisioning.
For more information on User Management see the User Management section.
Salesforce APIs Access Configuration
If API access is enabled, ClosePlan app will be able to modify certain Salesforce Admin configurations for owned Objects such as pick-list values. It will also receive access to additional metadata like Sales Processes or page layout configuration.
API access is required to enable certain ClosePlan features such as Opportunity Staging Playbooks, or modifying pick-list values.
1. Create New Connected App
Navigate to: Setup > Apps > App Manager > New Connected App
Connected App Name: ClosePlan Connected App
API Name: ClosePlanConnectedApp (NOTE: use this value exactly)
Contact Email: enter your email
Tick Enable OAuth Settings
Callback URL:
https://<<YOUR DOMAIN>>.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider
To find your domain, navigate to: Setup > Company Settings > My Domain
Paste 'Your domain name' into the Callback URL instead of <<YOUR DOMAIN>>
E.g. https://am-showcase-dev-ed.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider
Selected OAuth Scopes:
Full Access
Perform Request on your behalf at any time
Click Save > then Continue
Keep this tab open, information here will be needed for the next steps!
If you have closed the tab, you can still get the information needed: Go to Setup > Apps > App Manager > ClosePlan Connected App. Click the down arrow 
and click View
2. Create Auth. Provider
Open a new window or tab
Go to Setup > in the Quick Find box enter Auth. Providers and open it > click New button
Provider Type: Salesforce
Name: ClosePlan Metadata Auth Provider
URL Suffix: ClosePlanMetadataAuthProvider (NOTE: use this value exactly)
Consumer Key: Copy Consumer Key from Connected App detail from step 1 and paste
Consumer Secret: Copy Consumer Secret from Connected App detail from step 1. (Click "Click to reveal" to see the value) and paste
Default Scopes: full refresh_token offline_access
Click Save and remain on the detail.
You can find the Callback parameter in the bottom section. The Callback parameter must match Callback URL entered in step 1
3. Create Named Credentials
Open a new tab or window
Go to Setup > in the Quick Find box enter Named Credentials > click the New Named Credential button
Label: ClosePlan Metadata Service
Name: ClosePlanMetadataService (NOTE: use this value exactly)
URL: https://<<YOUR DOMAIN>>.my.salesforce.com
the same domain name as you entered in the section Created New Connected App - step 1
Identity Type: Named Principal
Authentication Protocol: OAuth 2.0
Authentication Provider: Select ClosePlan Metadata Auth Provider from list
Scope: full refresh_token offline_access
Enable Start Authentication Flow on Save (this will initiate authorization on save)
Enable Generate Authorization Header
Enable Allow Merge Fields in HTTP Body
Click Save, you will be redirected to the Salesforce Authorization dialog to Log in.
If there is an error (blank page), it usually means that changes from previous steps have not yet been propagated. If this is the case, edit the record again and save until you get to auth. dialog properly.
If auth. dialog does not appear within 30 minutes, it is possible that the callback url may be invalid/improperly entered.
Login through your credentials
4. Verifying Configuration
After configuring Connected App you can validate if its working by following steps:
Go to ClosePlan Admin > Environment > Relationships > Picklist Values
If you see the pick-list value configuration, everything is configured properly
Connected application exists only to provide internal connection between the package and Salesforce Setup settings.
In classic it would work without connected app, but since Lightning, connection to Salesforce Metadata API and UI API needs to have authorized callout.
App is doing following through mentioned APIs:
Controlling our Picklist values (for few ClosePlan objects)
Note that any setup changes still need to be executed by admin user, no matter who authorized Connected App Named Credentials.
Getting information about Sales Processes (Opportunity Stage setup)
Retrieving some additional user settings, such as if they use Comfy/Compact page layouts.
In terms of security, there is not need to be worried.
Troubleshooting
Metadata API not configured
Option 1: There is a missing configuration => Check the configuration steps 1. , 2. and 3.
Option 2: Configuration is broken
Named credentials was authorized by a user who is not active anymore => authorize by a new admin user.
If you have created a Sandbox fullcopy of your Production Org, Named Credentials need to be authrorized by an Admin User in the new Sandbox org.
Go to Setup > into quick find box write named credentials and open it.
Click Edit by ClosePlan Metadata Service
Scroll down and disable and again enable check box by Start Authentication Flow on Save
Click Save and log in into your organization.
Domain name was changed => edit step 1. , 2. and 3.