Once Nextian package for Salesforce has been installed, follow the configuration steps described in the subsequent sections.
| Important
This guide describes only technical aspects of the configuration, not business ones such as data migration, product catalog configuration, work order template design, quote PDF templates, etc. |
- Setting Default Apps
- Configuring Console Apps 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 Personal Accounts for Residential Services
- Pairing With NMS/RMM Systems
