Overview

ClosePlan by People.ai is a Managed Package for Salesforce that can be installed via a link provided by your Sales or CS Representative, or send on a request to Support@People.ai.

The ClosePlan Managed Application can be installed and ready to use in about 20 - 30 minutes.

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 team or Salesforce Admin.

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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 may conflict with basic ClosePlan SQL query operations that are critical for the ClosePlan application (e.g., ORDER BY, LIKE, and other statements).

If your organization is using Salesforce Shield Platform Encryption, ClosePlan may not function as expected.

For more details on Salesforce Shield Platform Encryption and its compatibility with ClosePlan, please refer to:

Salesforce Shield Platform Encryption and ClosePlan

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

If your organization has activated, or plans to activate, Permission Set and Permission Set Group Assignments with Expiration Dates, do not set an expiration date for ClosePlan permission sets. These are managed directly within the ClosePlan application.

Setting an expiration date on ClosePlan permission sets will result in users being blocked from accessing the ClosePlan app once the expiration date is reached. If you have questions, please contact us at support@People.ai

Lightning Web Security

• Lightning Web Security (LWS) is a client-side security architecture for Lightning components, replacing the former Lightning Locker settings.

• LWS is auto-activated in all NEW Salesforce organizations created after January 2023. 

• ClosePlan app is fully compatible with LWS, but potential issues may still occur. In such cases, please contact: support@people.ai

• For more information, refer to:  Lightning Web Security FAQ

• To view your current LWS settings:

  • Go to Setup > Home > search for 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 and ‘Deployed to Users’ before installing ClosePlan. 

• Go to Setup > in the Quick Find box enter Company Settings > select My Domain 

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• If your domain name is missing (e.g., yourdomain.my.salesforce.com), you must register it and deploy to all users:

  • Enter your preferred domain name (this usually corresponds to your company name or website domain, if available).

  • The result will look like this: yourdomain.my.salesforce.com

  • Click Check Availability and Save

  • Click the Deploy New Domain button > Confirm and deploy the domain to all users.
    
    

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 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.