Environment Settings
- Anna Madajova
- David Depman
Owned by Anna Madajova
Access Environment Settings
Click ClosePlan Admin tab > Environment on the left panel menu
Subtabs:
- General
- Available Modules - Toggle to make modules available
- Customization - Additional customization features
- Opp. Plans
- Account Plans
- Playbook
- Scorecard
- Relationships
- Peoplel.ai
- Integrations
- Maintenance
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.