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Named Credential: ClosePlan Metadata Service is part of ClosePlan configuration and must be authenticated by an active user in the organization.

If a User is inactive, the configuration will break and will need to be re-authenticated by another active User.

Example: If the User leaves the company.

How to Re-Authenticate Credentials:

Go to Setup > into the quick find box enter Named Credentials.
Open ClosePlan Metadata Service > click Edit
Disable Start Authentication Flow on Save and Save

ClosePlan Guide > Named Credentials Re-Authentication > image-20230126-130037.png

Click Edit again and Save
- You will be redirected to a login screen > log into your organization

NOTE: Make sure you are logging in with the correct username and password for the particular Production or Sandbox Org you are updating.

The new authenticating User will be displayed here:

ClosePlan Guide > Named Credentials Re-Authentication > image-20230126-131007.png

Additional info on Named Credentials

Why does ClosePlan use Named Credentials?