Using Environment Settings

ClosePlan Guide > Environment Settings > image2024-4-22_14-27-1.png

Environment Settings allow Admin Users to:

Specify which features and functions are presented to their teams.
Select and deploy modules and fields that will appear in Accounts and Opportunity Page Layouts.
Delete ClosePlan context Metadata

You must be a Salesforce Administrator with Customized Application permission settings in Salesforce to update these settings.

Environment Settings are processed asynchronously and may take longer than expected for changes to be applied.

Access

ClosePlan Admin tab > Environment on the left panel menu