Initial Installation
Installing the Package
Click the link provided from your welcome email.
If installing from a Sandbox, you’ll need to replace “login.salesforce.c...
Thu, 28 Jul, 2016 at 7:54 PM
This article will walk you through setting up page overrides in the application. Custom pages will need to be setup for the following objects:
Oppor...
Mon, 18 Sep, 2017 at 6:13 AM
NOTE: As of Fall 2017 (version 2.147) Custom Tables using Field Sets have been replaced with Custom Line Tables in Groups. To setup your custom column...
Mon, 7 May, 2018 at 9:14 PM
In Production environments, users will need to be configured to have access to the Transaction Management elements, such as pages, fields, etc. In addition,...
Fri, 9 Aug, 2019 at 2:11 PM
If you have additional Opportunity Types used for different Sales Channels, or more than one Opportunity Type per transaction category (New, Existing Busine...
Fri, 8 Mar, 2019 at 7:36 AM
To gain a simple and quick view of Active Subscription Products and Open Renewals for an Account, use the below process to add the Account widget to the pag...
Wed, 22 May, 2019 at 8:04 AM
Certain UI Labels and text in the application change be customized to show your own values. The following values are currently customizable: The name o...
Thu, 19 May, 2022 at 10:21 AM