Troubleshooting and Common fixes
This section will help Customer Success and Technical Success folks with quick tips, how-to’s, and fixes for common issues that clients might see during normal installation and use of ClosePlan.
- Account Plan - Cannot create Custom Attributes
- App behavior: Deploying ClosePlan is blocked - Static Resources issue.
- Batch assigning User Licenses for large clients (over ~ 50 or more Users in one go!)
- App Config: Full and Partial Sandboxes are throwing errors or are not allowing Users access to modules etc.
- Installation: Content Distribution component missing preventing installation
- Installation: Insufficient Static Resources (5 megs) preventing installation
- Installation: Roll up Summary Field Limit preventing installation
- Installation: Relationships Field limits preventing installation