Troubleshooting and Common fixes
- David Depman
Owned by David Depman
Last updated: Dec 30, 2024
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.
- App Config: Full and Partial Sandboxes are throwing errors or are not allowing Users access to modules etc.
- ClosePlan Installation: Custom Field Limit preventing installation
- ClosePlan Named Credentials and Permissions
- How to Programmatically Bulk Assign Users with ClosePlan Licenses
- Installation: Content Distribution component missing preventing installation
- Installation: Insufficient Static Resources (5 megs) preventing installation
- Installation: Relationships Field limits preventing installation
- Salesforce Shield Platform Encryption and ClosePlan
- Unable to Access Closeplan Admin app (Sandbox)
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