Issue:
Clients who create Dev, Partial or Full Copy and UAT Sandboxes copied from Production environments may find that ClosePlan may throw errors regarding access to modules.
Error:
Metadata API not configured.
Sales Process can be validated due to disabled access to Metadata APIs
In order to configure Object Picklists for Relationship maps, set up Sales Process for Playbook, Metadata API access must be provided
Solution:
Go to ClosePlan Admin Tab > Environment > Relationships > Picklist Values..
If you don't see the Picklist Values, that is an indicator that one or all of the following:
URLs are not correct
Consumer Secret and Consumer Key are not updated
Named Credentials are not authorized 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)
Normally, following the instructions here will resolve the issue:
1. Check Connected App:
Check/correct the URL
if you need to correct the URL, then the connected app will generate a new keys and you will need to change the keys in step 2 and update step 3
2. Auth Provider
Check the Consumer Key and Secret and replace if needed or in doubt.
3. Named Credentials
Check/correct the URL and then reconfirm the named Credentials by saving
After you click on Save, you will be redirected to log in. Log in with the correct Credentials for the correct Sandbox.
If you are not directed to log in to Salesforce, wait 5 minutes then:
Setup > Named Credentials > Click ‘Edit’ next to ClosePlan Metadata Service and Save.
NOTE:
Confirm the Named Credentials from the correct Org! ( This error is generated when Sandboxes have Named Credentials confirmed with a Production Org log in.)