Versions Compared


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

Table of Contents

ClosePlan Suite is currently built on top of Salesforce Accounts and Opportunities, and consists of several modules. This section describes how to get to each module for both Salesforce Classic and Lightning Experience.


The following applies to default or sections describe common ClosePlan Suite configurationsconfiguration.  Your actual environment might be slightly different Your environment may vary based on your organization's configuration, including element positions and labelscurrent configuration.

Account Level Modules

ClosePlan Suite provides Relationship Mapping on the account level.