All done!

Congratulations! Users can now start building Relationship Maps directly in Salesforce, where they belong.They’ll create Org Charts quickly and easily utilizing existing Salesforce contacts.

Close bigger and close faster with relationship mapping.

Start using Closeplan

Install Wizard

Step 1

Prerequisites - My Domain

Step 2

Prerequisites - Team Settings/Opportunity Splits Settings Feature

Step 3

Prerequisites - Chatter

Step 4

Prerequisites - Notes Setting

Step 5

Account Teams

Step 6

Install ClosePlan

Step 7

Configure Permission Sets and Add Admin

Step 8

ClosePlan Environment Configuration: New Connected App

Step 9

ClosePlan Environment Configuration: Auth. Provider

Step 10

ClosePlan Environment Configuration: Named Credentials

Step 11

ClosePlan Workspace Configuration - Lightning

Step 12

ClosePlan Workspace Configuration - Lightning

Step 13

ClosePlan Opportunity Page Configuration - Classic

Step 14

ClosePlan Account Page Configuration - Classic

Step 15

Verify ClosePlan Configuration - Named Credentials

Step 16

Verify ClosePlan Configuration - Picklist Values

Step 17

Remote Site Settings

Step 18

Trusted URL

Schedule a Training

The best way to accelerate User adoption is to kick things off with a group training. Schedule a 30 minute group training here.

Schedule a Training

Learn

Welcome to ClosePlan end-user videos, documentation and additional resources to help you optimize your Revenue Operations and Intelligence

Learn Now

Relationship Map Videos

Talk to People.ai Sales

Do you have questions about People.ai and our Revenue Operations and Intelligence. Schedule a call with People.ai.

Contact Sales