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After-Install Configuration

After-Install Configuration

Configure ClosePlan Permission Sets

In order to configure Permission Sets, you need to have 'Manage Profiles and Permission Sets' permission granted. 

  • Go to ClosePlan Admin tab > User Manager.

  • If no configuration exists, a prompt will appear automatically > click Yes.

    • If the prompt does not appear, click ‘Configure’ in the Permission Set Configuration section.

  • Click ‘Configure' next to the desired License type or click ‘Configure All Available’ to configure all License Types available to your organisation and Confirm.

  • After Permission sets are configured, refresh the page. Configured Permission Sets under 'Permission Set Configuration' section should have the green checkmark. If not, please wait several minutes and refresh again.

    • NOTE: Permission sets are usually saved in a few seconds, but some organisations may have delays of up to several minutes.

Step 1

Step 2

Step 3

Step 4

Step 1

Step 2

Step 3

Step 4

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  • Once the configuration is saved, you can proceed with user provisioning. For more information on User Management see the User Management section.

 

Salesforce APIs Access Configuration

If API access is enabled, ClosePlan app will be able to modify certain Salesforce Admin configurations for owned Objects such as pick-list values. It will also receive access to additional metadata like Sales Processes or page layout configuration.

API access is required to enable certain ClosePlan features such as Opportunity Staging Playbooks, or modifying pick-list values.

 

1. Create External Client App

Previously, configuration was managed through Connected Apps, which have since been succeeded by the External Client App (ECA). Existing Connected App configurations will continue to function but can be migrated to ECA if necessary.

  • Go to the gear icon and click Setup

  • In the Quick Find box enter App Manager > External Client App Manager > click on New External Client App

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  • In the Basic Information Section, fill in the sections indicated

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    • External Client App Name: ClosePlan Connected App

    • API Name: ClosePlanConnectedApp (NOTE: use this value exactly)

    • Contact Email: enter your email

  • In the API (Enable OAuth Settings) Section:

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  • Tick Enable OAuth

  • Under App Settings:

    • Callback URL: 

      • https://<<YOUR DOMAIN>>.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider

        • To find your domain, navigate to: Setup > Company Settings > My Domain

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        • Or Look to the URL of the Salesforce Org:               

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  • Paste the domain name of the Org into the Callback URL instead of <<YOUR DOMAIN>>

    • E.g. https://DD-showcase-dev-ed.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider

  • Under OAuth Scopes: 

    • Select the following 2 items from Available OAuth Scopes and move to Selected OAuth Scopes
      1. Full Access (full)
      2. Perform Request on your behalf at any time – or it may appear: Perform requests at any time(refresh_token, offline_access)

  • Click Create at the bottom of the page to finish the process

    • You will be returned to the ClosePlan Connected App page

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    • Click the Settings tab

    • Scroll to the OAuth Settings section

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      • Click on Consumer Key and Secret button

      • A new tab will open where you will verify your identity to gain access to the Consumer Key and Consumer Secret

        • Consumer Key and Consumer Secret will open in a new tab and will be needed for the next Step: 2. Create Auth Provider

Keep the External Client App Name ClosePlan Connected App tab open, information needed for Step 9 is accessed here!

If you closed the tab, you can find it again: Go to Setup > Search: External Client App Manager > click ClosePlan Connected App > click Edit > Settings > OAuth Settings > Consumer Key and Secret

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2. Create Auth. Provider

  • Go to the gear icon and click Setup (this will open a new tab, which is what we want)

  • In the Quick Find box enter Auth. Providers and open it > click New button

  • Provider Type: Salesforce

  • Name: ClosePlan Metadata Auth Provider

  • URL Suffix: ClosePlanMetadataAuthProvider    (NOTE: use this value exactly)

  • Return to the previous tab and click the Manage Consumer Details button to get the Consumer Key and Consumer Secret.

    • Verify your identity.

    • A new tab will open with the information.

  • Consumer Key: Copy the Consumer Key and paste

  • Consumer Secret: Copy Consumer Secret and paste

  • Default Scopes:  full refresh_token offline_access

  • Click Save and leave the tab open

    • You can find the Callback parameter in the bottom section. The Callback parameter must match Callback URL entered in step 1

 

3. Create Named Credentials

  • Go to the gear icon and click Setup (this will open a new tab, which is what we want)

  • In the Quick Find box enter Named Credentials > click the arrow next to the New button and select New Legacy.

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  • The Named Credentials page will open, fill in the indicated fields

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  • Label: ClosePlan Metadata Service

  • Name: ClosePlanMetadataService (NOTE: use this value exactly)

  • URL: https://<<YOUR DOMAIN>>.my.salesforce.com

    • Enter the same domain name as you entered in the section Create New Connected App - Step 1

  • Identity Type: Named Principal

  • Authentication Protocol: OAuth 2.0

  • Authentication Provider: ClosePlan Metadata Auth Provider

  • Scope: full refresh_token offline_access

  • Enable Start Authentication Flow on Save (this will initiate authorization on save)

  • Enable Generate Authorization Header

  • Enable Allow Merge Fields in HTTP Body

  • Click Save, you will be redirected to the Salesforce Authorization dialog to Log in. 

    1. If there is an error (blank page), it usually means that changes from previous steps have not yet been propagated. If this is the case, edit the record again and save until you get to auth. dialog properly.

    2. If auth. dialog does not appear within 30 minutes, it is possible that the callback url may be invalid/improperly entered.

  • Login through your credentials

4. Verifying Configuration

After configuring Connected App you can validate if its working by following steps:

  • Go to ClosePlan Admin > Environment > Relationships > Picklist Values

  • If you see the pick-list value configuration, everything is configured properly

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Configure Remote Sites

Some features require access to resources in the People.ai infrastructure, such as Release Notes and Updates, Document Export or AI features. In order to access these resources, the following configurations must be added:

  • Remote Site

  • Trusted URL

Remote Site Settings

  • Go to the gear icon and click Setup

  • In the Quick Find box enter Remote Site Settings and open it > click New Remote Site button

  • Fill in the required information in the modal

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  • Remote Site Name: PeopleAI_API

  • Remote Site URL: https://api.people.ai

  • Active: Enabled

  • Save

Trusted URLs

  • Go to the gear icon and click Setup

  • In the Quick Find box enter Trusted URLs and open it > click New Trusted URL button

  • Fill in the required information in the modal

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  • API Name: PeopleAI_API

  • URL: https://*.people.ai

  • Active: Enabled

  • CSP Contex: All

  • CSP Directives: Check all boxes

  • Save

 

 

Package and SFDC Setup APIs

Connected application exists only to provide internal connection between the package and Salesforce Setup settings.

In Salesforce Classic, the App would work without the Connected App, but since the introduction of Lightning, the connection to Salesforce Metadata API and UI API must have an authorized callout.

Through the mentioned APIs (Salesforce Metadata API and UI API), the ClosePlan App is doing following:

  • Controlling ClosePlan Picklist values (for a few ClosePlan objects)

    • Note that any setup changes still need to be executed by a System Admin User, no matter who authorizes the Connected App Named Credentials.

  • Retrieving information about Sales Processes (e.g. Opportunity Stage setup)

  • Retrieving some additional User settings (e.g. Comfy/Compact page layouts)

For more information see this article: ClosePlan Named Credentials and Permissions

  • If after reviewing the article, you still have questions, please reach out to us at Support@People.ai

 


Troubleshooting

Troubleshooting possible issues

Metadata API not configured

If Picklist Values are NOT displayed, then Metadata API is not properly configured.

Picklist Values can be found in ClosePlan Admin > Relationships > Picklist Values

 

To resolve this issue, consider the following Options:

Option 1: Missing Configuration Information

  • There is a missing configuration => Recheck all information in configuration steps 1 , 2 and 3.

 

Option 2: Configuration is broken 

  • Named Credentials may have been authorized by a User who is no longer active => reauthorize by a new Admin User. 

    • If you have created a full-copy Sandbox from your Production Org, the Named Credentials must be reauthorized by an Admin in the new Sandbox environment.

  1. Go to Setup > in the quick find box, search Named Credentials and open it.

  2. Click Edit by ClosePlan Metadata Service

  3. Scroll down to uncheck, then recheck the box for Start Authentication Flow on Save

  4. Click Save and log into your Organization.

Option 3: Domain Name was changed

  • Update the domain name details in steps 1, 2, and 3 accordingly.