Environment Setting
Using Environment Settings
Environment Settings allow Admin Users to:
Specify which features and functions are available to their teams
Select and deploy modules and fields that appear on Account and Opportunity Page Layouts
Set Up People.ai and Zoom Integration
Delete ClosePlan context metadata
Required Permissions:
You must be a Salesforce Administrator with the Customize Application permission enabled.
Environment Settings are processed asynchronously. Changes may take several minutes to take effect.
Access
ClosePlan Admin tab > Environment on the left panel menu
Configuration Subtabs: