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.

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).

Shield Platform Encryption can interfere with ClosePlan

Salesforce Shield Platform Encryption can conflict with basic ClosePlan SQL query operations which are critical for the ClosePlan Application.
(e.g. ORDER BY, LIKE, and other statements)

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

For a list of fields that must not be encrypted, please see ClosePlan Shield Platform Encryption Requirements

If you have deployed, or are planning to deploy, Shield Platform Encryption, please contact People.ai support to schedule a review at support@People.ai

If you plan to enable Encryption, we recommend the following articles:

• Tradeoffs and Limitations of Shield Platform Encryption
• Which Custom Field Types Can I Encrypt?
• Which Standard Fields Can I Encrypt?
• Encrypt Custom Fields in Installed Managed Packages

Encryption settings can be viewed here:

• Gear Icon > Set Up > Home > search: encryption
  

Fields that must be excluded from Encryption

Account

• Name

Contact

• Name

• Title

• Email

Opportunity

• Name

All ClosePlan Managed Fields

Lead (future)

• Name

• Title

• Email

• Company

Case (future)

• Subject

Enabling Shield?

If you plan to enable Encryption, we recommend the following articles:

• Tradeoffs and Limitations of Shield Platform Encryption
• Which Custom Field Types Can I Encrypt?
• Which Standard Fields Can I Encrypt?
• Encrypt Custom Fields in Installed Managed Packages

For additional information on Shield Platform encryption and ClosePlan, please see:

Salesforce Shield Platform Encryption and ClosePlan

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

If your Organization has activated or is planning to activate Permission Set & Permission Set Group Assignments with Expiration Dates, do not set an expiration date for ClosePlan Permission sets, this is handled in the ClosePlan Application. 

Setting the expiration date on ClosePlan permissions will block Users from the ClosePlan app on the expiration date. If you have questions, please contact us at support@People.ai

Lightning Web Security not Supported

• Lightning Web Security (LWS) is a client-side security architecture for Lightning components. LWS replaces Lightning Locker settings.
• LWS is auto-activated in all NEW Salesforce Organizations created after January 2023. 
• LWS must be deactivated for the ClosePlan application to work properly 
  • The security level is not affected as Locker Service will be auto-enabled instead.
  • For more information see:  Lightning Web Security FAQ
• LWS settings can be viewed here:
  • Gear Icon > Set Up > Home > search: Session Settings > Lightning Web Security 

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 before installation and deployed to users. 
  • Go to Setup > in the Quick Find box enter Company Settings > select My Domain 

• • If your domain name is missing (yourdomain.my.salesforce.com) you must register it:
    • Enter your preferred domain name (ie. this usually corresponds to your company website domain, if available)
    • The result will look like this: yourdomain.my.salesforce.com
    • Click Check availability
    • Register Domain
  • If your domain is not deployed to users you must deploy it: 
    • Click Deploy to Users button and deploy 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 only 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.