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 |
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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.
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.
Go to the gear icon and click Setup
In the Quick Find box enter App Manager > click on 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
Or Look to the URL of the Salesforce Org:
Paste the domain name of the Org into the Callback URL instead of <<YOUR DOMAIN>>
E.g. https://DD-showcase-dev-ed.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider
Selected OAuth Scopes:
Full Access (full)
Perform Request on your behalf at any time – or it may appear: Perform requests at any time(refresh_token, offline_access)
Click Save > then Continue
Click the Manage Consumer Details button and Verify your identity.
A new tab will open with the Consumer Key and Consumer Secret information.
Consumer Key and Consumer Secret will be needed for the next Step: 2. Create Auth Provider
Keep this tab open, information needed for the next steps is accessed here! If you closed the tab, you can find it again: Go to Setup > Apps > App Manager > ClosePlan Connected App. Click the down arrow , click View and then click the Manage Consumer Details button |
Go to the gear icon and click Setup (this will open a new tab, which is what we want)
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)
Note: If you have not done so already, return to the previous tab and click the Manage Consumer Details button to get the Consumer Key and Consumer Secret.
Verify your identity. A new tab will open with the information.
Consumer Key: Copy the Consumer Key and paste
Consumer Secret: Copy Consumer Secret and paste
Default Scopes: full refresh_token offline_access
Click Save and leave the tab open
You can find the Callback parameter in the bottom section. The Callback parameter must match Callback URL entered in step 1
Go to the gear icon and click Setup (this will open a new tab, which is what we want)
In the Quick Find box enter Named Credentials > click the arrow next to the New button and select New Legacy.
Label: ClosePlan Metadata Service
Name: ClosePlanMetadataService (NOTE: use this value exactly)
URL: https://<<YOUR DOMAIN>>.my.salesforce.com
Enter the same domain name as you entered in the section Create 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
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 Salesforce Classic, the App would work without the Connected App, but since the introduction of Lightning, the connection to Salesforce Metadata API and UI API needs to have an authorized callout. The App is doing following through mentioned APIs:
In terms of security, there is no need to be worried. For more information see this article: Why does ClosePlan needs this configuration For any specific questions, please reach out to us at Support@People.ai |
TroubleshootingMetadata API not configured Option 1: Missing Configuration Information
Option 2: Configuration is broken
Option 3: Domain Name was changed
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