ClosePlan Installation

ClosePlan does not allow package installation directly from the AppExchange. Instead, you will receive the installation link and information from the ClosePlan team. 

Please make sure that all prerequisites are configured properly before initiating the installation process.

ClosePlan can be installed into Production or Sandbox organizations. 

• For Production installation, the installation link begins with: https://login.salesforce.com/...

• For Sandbox installation, the installation link begins with: https://test.salesforce.com/...

ClosePlan Installation Process

• Open the installation link using your preferred browser

• If needed, log in to your Salesforce organization (You must be a System Administrator) 

• Select "Install for All Users"

• Click Install

• Wait until ClosePlan is successfully Installed.

  • Installation may take some time. You will receive an e-mail when the installation is complete.

• To verify that you have installed the ClosePlan Package, go to Setup > in the Quick Find box enter Installed Packages, and look for ClosePlan

• If the installation fails:

  • Make sure prerequisites have been verified.

  • Check the Known Installation Issues

  • Contact the People.ai team and forward any error messages presented during the installation or failure email to Support@People.ai