Environment Settings
Using Environment Settings
Environment Settings allow Admin Users to:
- Specify which features and functions are presented to their teams.
- Select and deploy modules and fields that will appear in Accounts and Opportunity Page Layouts.
- Delete ClosePlan context Metadata
You must be a Salesforce Administrator with Customized Application permission settings in Salesforce to update these settings.
Environment Settings are processed asynchronously and may take longer than expected for changes to be applied.
Access
ClosePlan Admin tab > Environment on the left panel menu