Automation
Automation
This section contains information about ClosePlan automation possibilities using package public APIs. The following documents contain advanced scenarios that are optional and require administrator user access with Customize Application permission.
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User Manager
User Manager
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Prerequisites
Prerequisites
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Troubleshooting and Common fixes
Troubleshooting and Common fixes
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Reports, Dashboards and More
Reports, Dashboards and More
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General Settings
General Settings
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Custom Attributes
Custom Attributes
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