Self-Help Support
Take advantage of our online self-help resources, such as our Knowledge Base, Documentation, and Installation Guides.
Find Organization ID
Salesforce Lightning:
Go to Setup.
In the Quick Find box, type "Company Information" and select it.
Search this page for the Salesforce.com Organization ID field.
Salesforce Classic:
Go to Setup.
Open Company Profile > Company information
Search this page for the Salesforce.com Organization ID field.
Assisted Support
Feel free to contact your ClosePlan Account Manager for help or to schedule direct support via Zoom, Skype, etc.
To speed things up, you should grant login access to your Salesforce Organization instance.
Grant Account Login Access (LMA)
Note: The Grant Account Login Access function is available only if the ClosePlan Application is installed, and is often referred to as LMA access.
To grant login access to ClosePlan support, follow these steps:
Lightning Experience:
Open User Menu by clicking on your picture in the header.
Open the Settings menu.
From the panel on the left, select Grant Account Login Access.
Find "The Sales Productivity Company s.r.o. Support" in the list of available vendors.
Select the time to grant account access (1 or more days from the picklist).
Click the Save button.
Salesforce Classic:
Open User Menu by clicking on your name in the header
Open Setup or My Settings
From the panel on the left, select Grant Account Login Access under My Personal Information.
Find "The Sales Productivity Company s.r.o. Support" in the list of available vendors.
Select the amount of time to grant us access (1 or more days from the picklist)
Click the Save button.