Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

Manual Upgrades

To upgrade to the new version, follow the same steps as during installation:



Salesforce uses persistent caching, which may prevent new changes from being applied instantly or may even present temporary errors until the session is refreshed.

This behavior can be solved by temporarily turning persistent caching OFF:

  • Go to Setup > in the Quick Find box enter Security > find Session Settings and open it
  • Find the section: Caching. Disable: Enable s 
  • Click Save 
  • Refresh ClosePlan and continue with New Version Upgrade


    After completing New Version Upgrade, reactivate Enable s

Automatic Upgrades

Automatic upgrades are governed by ClosePlan and pushed to Clients under the following situations: