Overview

There may be times when a customer is unable to access the ClosePlan admin tab for a variety of reasons. One such example is when the Org in question is a Sandbox that has been refreshed. A refresh is when the production environment is copied into a Sandbox.

The copy can create several problems, one in particular:

1. Named credentials are authorized with a production ID instead of the sandbox credentials.

Troubleshoot:

Check Named Credentials:

Gear icon (Setup) > under Quick Find search for 'Named Credentials' > ClosePlan Metadata Service > Click Edit.

Open

Open

Notice below how the email is David.D@people.ai. This looks like Production credentials.

In this example, a Sandbox emails would look something like this = david.d@dd-showcase.peopleai.com

You can look at the URL to get an indication of how Authentication credentials might look.

In this example:

 Follow Refresh Documentation:

In the event that the Named Credentials are authenticated with Production User ID, there may be other issues in play, such as new Consumer Key/Secret Key.

Refer the Customer to Sandbox Refresh documentation, and have them follow the steps there.

Documentation: Sandbox Refreshes

Upgrade (Recommended but not mandatory)

After the Customer has resolved the problem, ask them to upgrade to the latest version

Install Links