ClosePlan Settings (New settings in version 1.261+) Settings (New settings in version 1.261+)

This information is relevant for customer Organizations that require API Connectivity with products such as Data Platform. API Connection - Displays relevant information regarding the Connection Status to the application

  • Status - Activated or Deactivated

    • If the Status is Deactivated then the Organization cannot access APIs

  • Key - Consumer Key

  • Secret - Consumer Secret

  • Authorize Using - Authorization selection

  • Connection Status - Indicates Connection Status:

    • Online

    • Error

  • Configure - Click to configure (For further information, please see API Configuration Section below)


  • In-App Integration

    • Integration Mode - Indicates the Integration Mode and whether the application is installed.

      • Auto (Default)

      • Enabled

      • Disabled

    • Show deep links to the Web App - When enabled, this feature displays deep link buttons that allow users to quickly open supported records in the app.


  • Field Mapping (New in version 1.261) - When the package is installed, its fields are used automatically. Mapping can be used to override those fields to your local fields on the following Objects:

    • Account

    • Contact

    • Opportunity

    • Opportunity Contact Role API Configuration

Configuring the APIs for allows your Organization to access additional functionality

  • Follow the steps in the dialog:

  • Enable Integration - Toggle to enable integration

  • Remote Site Configuration

    • Configure or verify the Remote Site settings to ensure that the list contains:

    • API Authorization - Provide the API Key and API Secret

      • Generate a new API Key and API Secret from the AI-Powered Revenue Intelligence Platform webapp (link provided in modal) and enter both in the provided fields



  • Options - Select the user field that will be used when authorizing users against the API.

  • Identity Field:

    • Username - Salesforce username for the current Organization

    • Email - Email of the current User

    • SAML Federation ID - Standard Salesforce Field - (Useful for Sandboxes or scenarios where Username and/or Email does not represent the correct Authorization identity)

  • By default, Email field is used. If the User’s email does not match the username, change to SAML Federation ID

  • If necessary, you can create a new custom Text field, which will then be available here.

  • Click Verify and Save button

    • The process may take a few minutes

    • If the process is unable to Save, please refer to the error message and correct the configuration.

    • For Technical Support, please send an email with Error Messages and any additional information that may be helpful, such as screenshots, to

When the API Connection is verified and saved, Stakeholder Insights will be available immediately. API In-App Integration

Integration Mode - Enables Integration. Integration with additional features, such as Stakeholder Insights, is enabled by default.

  • Options:

    • Auto (Default) - Integration will automatically be enabled if the Packeage is installed

    • Enabled - Integration is enabled if the Packeage is installed

    • Disabled - Integration is disabled (This option can be used for internal purposes. e.g. troubleshooting or testing)

  • When the package is installed and integration Mode is set to Auto (Default) or Enabled, integration will automatically be enabled.

  • If the package is not installed, all fields in the Field Mapping section must be mapped manually to enable the Web App functionality.

Show deep links to the Web App

  • When enabled, this feature displays deep link buttons that allow Users to quickly open supported records in the application. Enabled by default.

Field Mapping

To Map Fields:

  • Select the Object and Field. Objects have predefined Fields that can be mapped. These predefined fields are as follows:

    • Account:

      • Engagement Level

    • Contact:

      • Engagement Level

      • Created by

    • Opportunity:

      • Engagement Level

    • Opportunity Contact Role:

      • Created by

  • NOTE: To view all fields on the Object, click on View Object Fields in the top right corner of the Object Name.

  • Click on Map to Field and select the desired Field in your Organization to which you will map the predefined field.

  • Repeat for any other needed Fields

  • Click on Save Mapping