Install ClosePlan

• In order to install ClosePlan by People.ai, please click the following

• Best Practice is to Install for All Users
  (You many also choose to install for Admins, or Specific Profiles based on your requirements)
• Installation can take anywhere from 5 to 30 minutes
• When installation is complete, you will receive a confirmation email from Salesforce.
• Once installation has been confirmed, continue to Step 7
  
  Note: Very rarely, ClosePlan installation may be prevented. While it is rare, it can occur in larger, older Salesforce installations.
  If your installation is blocked, please check ClosePlan documentation here.
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