Salesforce System Administrator

You must be a Salesforce System Administrator with Customize Application permission to install ClosePlan. If you are not, please contact your technical support.

Supported Salesforce Editions

Your organization must run Salesforce Enterprise or Unlimited edition to install ClosePlan. If your organization does not run Salesforce Enterprise or Unlimited edition, please contact your technical support.

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Salesforce User Licenses

To access ClosePlan, Users must have a valid Salesforce License (or Service Cloud or Salesforce Platform).

How to find user licenses:
- Go to Setup > Users > Users > open the user and check the user license => it should read: Salesforce (or Service Cloud or Salesforce Platform).

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Shield Platform Encryption can interfere with ClosePlan

Salesforce Shield Platform Encryption can conflict with basic ClosePlan SQL query operations which are critical for the ClosePlan Application.
(e.g. ORDER BY, LIKE, and other statements)

If your organization is running Salesforce Shield Encryption, ClosePlan may not function properly.

For a list of fields that must not be encrypted, please see ClosePlan Shield Platform Encryption Requirements

If you have deployed, or are planning to deploy, Shield Platform Encryption, please contact People.ai support to schedule a review at support@People.ai

If you plan to enable Encryption, we recommend the following articles:

Encryption settings can be viewed here:

Gear Icon > Set Up > Home > search: encryption

Permission Set & Permission Set Group Assignments with Expiration Dates can disable ClosePlan

If your Organization has activated or is planning to activate Permission Set & Permission Set Group Assignments with Expiration Dates, do not set an expiration date for ClosePlan Permission sets, this is handled in the ClosePlan Application.

Setting the expiration date on ClosePlan permissions will block Users from the ClosePlan app on the expiration date. If you have questions, please contact us at support@People.ai

Lightning Web Security not Supported

Lightning Web Security (LWS) is a client-side security architecture for Lightning components. LWS replaces Lightning Locker settings.
LWS is auto-activated in all NEW Salesforce Organizations created after January 2023.
LWS must be deactivated for the ClosePlan application to work properly
- The security level is not affected as Locker Service will be auto-enabled instead.
- For more information see: Lightning Web Security FAQ
LWS settings can be viewed here:
- Gear Icon > Set Up > Home > search: Session Settings > Lightning Web Security

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Required SFDC Features

The following features must be enabled prior to installing ClosePlan:

My Domain
Opportunity Teams / Opportunity Splits Feature
Chatter Feature
Notes Feature
Account Teams

My Domain
- NOTE: If this configuration is missing, installation will be blocked. Make sure you have My Domain enabled before installation and deployed to users.
- Go to Setup > in the Quick Find box enter Company Settings > select My Domain

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- If your domain name is missing (yourdomain.my.salesforce.com) you must register it:
  - Enter your preferred domain name (ie. this usually corresponds to your company website domain, if available)
  - The result will look like this: yourdomain.my.salesforce.com
  - Click Check availability
  - Register Domain
- If your domain is not deployed to users you must deploy it:
  - Click Deploy to Users button and deploy to all users.

My domain is required for the Lightning Experience environment to use any custom Lightning Components inside the Lightning Page Builder. This applies to all components provided by managed packages or even your own implementation.

Without 'My Domain', page builder custom components sections will be empty. As a result, you will be prevented from setting up ClosePlan in your Lightning Opportunity view (or any other). My Domain must be deployed to Users.

If your organization is running Classic only, 'My Domain' is optional because components are placed into page layouts instead of Lightning pages and use VisualForce wrappers.

Team Settings / Opportunity Splits Settings Feature

Go to Setup > in the Quick Find box enter Opportunity Team Settings > open it > check "Enable Team Selling" > Save
- ClosePlan requires the Opportunity Team Member database object to be present.
  Enabling either Opportunity Teams or Opportunity Splits will create the Opportunity Team Member object in the database.
- If your Organization is NOT using Opportunity Splits, then it is recommended to enable only Opportunity Teams.
  Note: Enabling Opportunity Teams will have no impact on your Salesforce Organization.

Chatter Feature
- Go to Setup > in the Quick Find box enter Chatter Settings > check "Enable" > Save
Notes Feature
(This is an enhanced version of the Salesforce Notes & Attachments)
- Go to Setup > in the Quick Find box enter Notes settings > check "Enable Notes" > Save
Account Teams
- Go to Setup > in the Quick Find box enter Account teams > select Enable Account Teams > check "Account Teams Enabled" and Save.

Account Teams is not currently required to install ClosePlan. However, future Application development may require Account Teams for additional features

If your organization was created prior to ~2014, there may be features that are required but may be entirely missing in your org, such as Content Delivery. If so, contact Salesforce Support to enable the missing features.

Additional Information about ClosePlan

ClosePlan Shield Platform Encryption Requirements

Fields that must be excluded from Encryption

Account

Name

Contact

Name
Title
Email

Opportunity

Name

All ClosePlan Managed Fields

Lead (future)

Name
Title
Email
Company

Case (future)

Subject

Enabling Shield?

If you plan to enable Encryption, we recommend the following articles:

Tradeoffs and Limitations of Shield Platform Encryption
Which Custom Field Types Can I Encrypt?
Which Standard Fields Can I Encrypt?
Encrypt Custom Fields in Installed Managed Packages

ClosePlan and Data Protection

The ClosePlan Managed Package application is 100% native to Salesforce and does not store Client data. ClosePlan Managed Package application is not affected by any data protection laws.

Because the ClosePlan application does not store any data, ClosePlan is not affected by General Data Protection Regulation (GDPR).

Because the ClosePlan application does not store any data, it is not affected by The California Consumer Privacy Act (CCPA)