Make sure you are Admin in Salesforce

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

Make sure your production organization runs Salesforce Enterprise edition

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.


Make sure users in your organization who will be working with ClosePlan have a valid Salesforce User License.

If a user does not have a valid Salesforce User License, they cannot use ClosePlan. Contact your technical support to get additional licenses. 

                    

Make sure your Organization does not use Shield Platform Encryption

Salesforce Shield Platform Encryption conflicts with basic ClosePlan SQL query operations which are critical for the ClosePlan Application.

(ie: ORDER BY, LIKE, and other statements)

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

To learn more: https://help.salesforce.com/s/articleView?id=sf.security_pe_considerations.htm&type=5

Required SFDC Features

The following features must be enabled prior to installing ClosePlan:


                    

                              


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.


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.