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Let’s set up ClosePlan Relationship Maps

If both of these are true, then you’re ready to install ClosePlan Relationship Maps.

In each step along the way, there are short videos and screen captures with callouts that will help to show you what you'll do.

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Frequently Asked Questions

Install Process
How long does it take to install ClosePlan Relationship Maps?

ClosePlan Relationship Maps usually takes about 20 - 30 minutes to install. 

Who can install ClosePlan Relationship Maps?

Salesforce Administrators can install or Salesforce users with the correct permissions.

Does ClosePlan Relationship Maps offer help with the install?

Yes. If you would like some help, please use our “schedule a call” feature located on our ClosePlan Relationship Maps onboarding wizard.

If I install first in a sandbox, can I migrate the configuration to production or start from scratch?

Some components of the ClosePlan Relationship Maps application can be migrated from sandbox to production while others will need to be configured from scratch.

What do I need to do after I install ClosePlan Relationship Maps?

After a successful installation, you will need to do the following.

  1. Configure the ClosePlan Connected App.
  2. Configure the ClosePlan Relationship Maps Workspace on the Account and Opportunity pages.
  3. Let your team know they can start creating Relationship Maps.
How do I uninstall ClosePlan Relationship Maps?

ClosePlan Relationship Maps can be uninstalled by following the steps outlined in the user guide located here - https://peopleai.atlassian.net/l/c/YUj1qB6z

What’s involved with installing ClosePlan Relationship Maps?

ClosePlan Relationship Maps installation usually takes about 20 - 30 minutes to install. 

The process is grouped into the following five areas.

  1. Ensure Salesforce prerequisites are enabled - My Domain, Opportunity Teams / Opportunity Splits, Chatter, Notes and Account Teams
  2. ClosePlan App Installation
  3. Configure ClosePlan Permission Sets
  4. Salesforce APIs Access Configuration
  5. ClosePlan Relationship Maps Workspace Configuration

Compatibility
What Salesforce versions does ClosePlan Relationship Maps support?

ClosePlan Relationship Maps supports the following Salesforce Sales Cloud Editions

  • Enterprise Edition
  • Unlimited Edition
Does this work with any browser?

ClosePlan Relationship Maps supports the same browsers supported by Salesforce.

Does this work in Classic/Lightning or both?

ClosePlan works in both Classic and Lightning.

Is ClosePlan Relationship Maps 100% Native in Salesforce?

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. ClosePlan cannot access or view any data your company has created or stored in the ClosePlan Relationship Maps application.

As a native application, ClosePlan Relationship Maps conforms with the same privacy and compliance standards as Salesforce. To be listed on the AppExchange, ClosePlan Relationship Maps passed the annual Salesforce security review and is required to be recertified on a frequent basis.

Security
Where can I access the ClosePlan Relationship Maps data privacy and GDPR policies?

The ClosePlan Relationship Maps Privacy and GDPR policies can be found here:

Privacy

GDPR


Where can I access the ClosePlan Relationship Maps MSA?

The ClosePlan Relationship Maps MSA can be found here

How does ClosePlan Relationship Maps work with Salesforce Platform security?

Because ClosePlan Relationship Maps is 100% Salesforce native, it uses the same security and sharing controls you trust within Salesforce. This makes ClosePlan Relationship Maps a secure solution for your company. ClosePlan Relationship Maps runs entirely within your existing Salesforce instance, making ClosePlan Relationship Maps data subject to the same security, reliability, and control as any other Salesforce data. 

Who can access ClosePlan Relationship Maps?

Any Salesforce user who is provisioned with ClosePlan Relationship Maps license can access ClosePlan Relationship Maps.

Where is the data related to ClosePlan Relationship Maps stored?

Data related to ClosePlan Relationship Maps is stored in your Salesforce instance. Because ClosePlan Relationship Maps runs entirely within your existing Salesforce instance, ClosePlan Relationship Maps data subject to the same security, reliability, and control as any other Salesforce data. 

Is ClosePlan Relationship Maps a certified Salesfroce ISV partner?

Yes, ClosePlan Relationship Maps is a certified Salesforce ISV partner. As a native application, ClosePlan Relationship Maps conforms to the same privacy and compliance standards as Salesforce. 

To be listed on the AppExchange, ClosePlan Relationship Maps passes an annual Salesforce security review and is required to be re-certified on a frequent basis.

Who is the company behind ClosePlan Relationship Maps?

ClosePlan Relationship Maps was acquired by People.ai in October 2020. For more information please visit us at People.ai.

Governance
Does ClosePlan Relationship Maps count against my Salesforce object limits?

No, ClosePlan Relationship Maps does not count against your Salesforce object limits.

Does ClosePlan Relationship Maps add any custom fields to my standard objects?

No.

Does using ClosePlan Relationship Maps require us to make changes to our page layouts?

In order to use ClosePlan Relationship Maps, you will need to add ClosePlan Relationship Maps to the Account and Opportunity page in Salesforce.

Cost
Are ClosePlan Relationship Maps really free?

Yes. ClosePlan Relationship Maps are free for 25 Full Use and 40 Read Only Users.

What happens if I need more licenses?

If you love ClosePlan Relationship Maps so much that you have used all of your free licenses and need more, simply contact us and we will work with you to provision additional licenses. Please note there will be a charge for additional user licenses.

Do I need a ClosePlan Relationship Maps license for all users in my Salesforce org?

No. You will only need a ClosePlan Relationship Maps license for users who will need to access ClosePlan Relationship Maps. 

Users who are not provisioned with a license will not be able to access ClosePlan Relationship Maps.


Support
What type of support is available for ClosePlan Relationship Maps?

ClosePlan Relationship Maps Relationship freemium version offers email support. 

Where can I find technical documentation for ClosePlan Relationship Maps?

All publicly available ClosePlan Relationship Maps technical documentation can be found here - https://peopleai.atlassian.net/l/c/Zmb1B4R4

If you have additional questions, please contact us directly.

How often does ClosePlan Relationship Maps release a new version?

Salesforce updates and upgrades their platform with quarterly and monthly releases. Because ClosePlan Relationship Maps is a native Salesforce application, we update our application with the same general frequency as Salesforce.