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If the above conditions are true, then you’re ready to install People.ai Relationship Maps.
Here's what we'll do:
1. Confirm 5 prerequisites
2. Install People.ai Relationship Maps
3. Configure People.ai Relationship Maps
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.
Click Next Step in the footer to move on to the next step.
Only Salesforce Administrators can install People.ai Relationship Maps
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 of the People.ai Relationship Maps application can be migrated from sandbox to production while others will need to be configured from scratch.
People.ai Relationship Maps usually takes about 20 - 30 minutes to install.
People.ai Relationship Maps can be uninstalled by following 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:
Relationship Maps by People.ai 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 Relationship Maps application.
As a native application, People.ai Relationship Maps conform with the same privacy and compliance standards as Salesforce. To be listed on the AppExchange, People.ai Relationship Maps passes the annual Salesforce security review and is required to be recertified on a frequent basis.
People.ai Relationship Maps support the same browsers that are supported by Salesforce.
People.ai Relationship Maps work in both Classic and Lightning.
ClosePlan (created by The Sales Productivity Company s.r.o.) was acquired by People.ai in October 2020. For more information please visit us at www.People.ai.
Any Salesforce user who is provisioned with a license in the User Manager will be able to access People.ai Relationship Maps.
The MSA can be found here.
People.ai Relationship Maps 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 is a certified Salesforce ISV partner. As a native application, People.ai Relationship Maps conforms to the same privacy and compliance standards as Salesforce.
To be listed on the AppExchange, People.ai Relationship Maps pass an annual Salesforce security review and is required to be re-certified on a frequent basis.
Because People.ai Relationship Maps is 100% Salesforce native, it uses the same security and sharing controls you trust within Salesforce. This makes People.ai Relationship Maps a secure solution for your company. People.ai Relationship Maps runs entirely within your existing Salesforce instance, making People.ai Relationship Maps data subject to the same security, reliability, and control as any other Salesforce data.
We suggest adding a tab and a component 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.
If you love People.ai 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.
No. You will only need a People.ai Relationship Maps license for Users who will need to access People.ai Relationship Maps.
Users who are not provisioned with a license will not be able to access People.ai Relationship Maps.
Salesforce updates and upgrades their platform with quarterly and monthly releases. Because People.ai Relationship Maps is a native Salesforce application, we update our application with the same general frequency as Salesforce.
All publicly available technical documentation can be found here
If you have additional questions, please contact us directly by email support@people.ai
People.ai Relationship Maps freemium version offers email support.
Send us an email to support@People.ai
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