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 Residential Accounts
- Pairing With NMS/RMM Systems