After installing the Nextian package for Salesforce, follow the steps outlined below to complete the configuration.
| Important
This guide covers only the technical aspects of the configuration. It does not include business-related topics such as data migration, product catalog setup, work order template design, quote PDF templates and more. |
- Setting Default Apps
- Configuring App Utility Items
- Configuring Dashboards Access
- Configuring Standard Objects Layouts and Lightning Pages
- Setting MyDomain
- Configuring Case/Support Settings
- Setting User Permissions
- Enabling Setting Object Audit Fields
- Creating Queues
- Configuring Field History Tracking
- Configuring Picklist Color Coding
- Enabling Person Accounts for Residential Services
- Pairing With NMS/RMM Systems
