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If the above conditions are in sync with your Org, you’re ready to install.
Here's what we'll do:
1. Confirm 5 prerequisites
2. Install the app
3. Configure the app
4. Configure page layouts
5. Verify installation
6. Assign licenses
In each step along the way, there are short videos and screen captures with callouts that will help show you what you'll do.
* A note before we begin:
This install wizard will take you through the Base Installation.
During this installation, ONLY Relationship Map Licenses are available.
Full Suite licenses will be provisioned after this Base Installation is complete.
Click Next Step in the footer to move on to the next step.
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) is a Salesforce Application that will help your sales organization execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution.
The People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions help Sales and Customer Success focused departments in companies around the world to shorten sales cycles, improve forecast accuracy and grow revenue.
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) are 100% Salesforce native, and use the same security and sharing controls you already know and trust within Salesforce.
There are 4 modules present in the App:
Your contract will specify which modules you should install, and the # of licenses for each.
If you have any questions before you begin, please refer to your signed agreement or contact People.ai Customer Success for clarification.
Only Salesforce Administrators can install these components.
Installation usually takes about 20 - 30 minutes to install.
The process basically is as follows:
After a successful installation, you will need to do the following.
Some components can be migrated from sandbox to production while others will need to be configured from scratch.
Installation usually takes about 20 - 30 minutes.
Follow the steps outlined in the user guide located here.
Yes. If you would like some help, please use our “Schedule a Call” feature located in this Installation Wizard.
One of the following Salesforce Sales Cloud Editions is required:
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) is 100% Salesforce native, it uses the same security and sharing controls you already know and trust within Salesforce.
You maintain complete control over your data. People.ai cannot access or view any data your company has created or stored in the People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan).
As a native application, People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) conforms with the same privacy and compliance standards as Salesforce. To be listed on the AppExchange, People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) passes the annual Salesforce security review and is required to be recertified on a frequent basis.
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) supports the same browsers that are supported by Salesforce.
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) works in both Classic and Lightning.
We are People.ai. For more information please visit us at People.ai.
Any Salesforce user who is provisioned with a license in the User Manager will be able to access the People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) .
The MSA can be found here.
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) have no additional impact on General Data Protection Regulation (GDPR) and other privacy regulations because all processing and data storage is handled within your own Salesforce infrastructure.
For any questions regarding Data Privacy, please contact us at support@people.ai.
Yes, People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) and provided by People.ai is a certified Salesforce ISV partner. As a native application, People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) conforms to the same privacy and compliance standards as Salesforce.
To be listed on the AppExchange, People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) pass an annual Salesforce security review and is required to be re-certified on a frequent basis.
Because People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) is 100% Salesforce native, it uses the same security and sharing controls you trust within Salesforce. This provides a secure solution for your company. People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) runs entirely within your existing Salesforce instance, making data subject to the same security, reliability, and controls as any Salesforce data.
We suggest adding tabs and components to your Account and Opportunity pages in Salesforce, but there are other options.
People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) does not count against your Salesforce object limits.
Simply contact us and we will work with you to provision additional licenses. Please note there will be a charge for additional user licenses.
No. You will only need licenses for Users who will need to access to People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) . Users who are not provisioned with a license will not be able to access the components.
Users who are not provisioned with a license will not be able to access the components.
All publicly available technical documentation can be found here
If you have additional questions, please contact us directly by email support@people.ai
Technical and Customer Success Teams are positioned around the globe to support you. Send us an email to Support@People.ai
Salesforce updates and upgrades their platform with quarterly and monthly releases. Because People.ai Relationship Maps, Opportunity Intelligence & Account Intelligence Solutions components (formerly known as ClosePlan) is a native Salesforce application, we update our application with the same general frequency as Salesforce.
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