Post Install Steps

Follow our video or text instructions below to get started in minutes. See FAQ if needed.

Getting Started Video (2.55 mins)

Enter the Setup menu in Salesforce and perform the following three steps:

1. Add Permission Sets to Users

  • Navigate to ADMINISTRATION – Users  – Permission Sets
    • Assign the “Subscription Forecasting Admin” to your user
      • Admin = Full access
    • Optional: add additional users
      1. assign license to application
        • Navigate to Setup-Platform Tools-Apps-Installed Packages
          • click “Manage Licenses” link
      2. assign a permission set to the user

2. Add “Subscription Forecasts” Tab to Sales App

  • Lightning: Navigate to PLATFORM TOOLS – Apps – App Manager
    • Edit the Sales-LightningSales application
    • Add “Subscription Forecasts” Item next to Opportunity tab for convenience
    • Tabs for Lightning UI are named with “s” in the end and use this icon lightning

Postinstall3

  • Optional step, Classic UI: Navigate to PLATFORM TOOLS – Apps – App Manager
    • Edit the Sales – Classic application
    • Add “Subscription Forecasting” Tab next to Opportunity tab for convenience
    • Tabs for Classic UI are named without “s” in the end and use this icon  Classic

3. Add “Add To Subscription Forecast” button to Opportunity page in Sales App

  • Navigate to PLATFORM TOOLS – Objects and Fields – Object Manager
    • Click on “Opportunity”
    • Enter “Page Layouts” menu
    • Select the page layout in use by your Organisation (Layout for Opportunity)
    • Lightning: Click on “Salesforce 1 & Lightning Actions”
      • Drag and drop the “Add To Subscription Forecast Action” to the Experience Actions menu

Postinstall2

    • Optional step, Classic UI: Click on “Buttons”
      • Drag and drop “Add To Subscription Forecast” button to Opportunity Detail – Custom Button section

Classic post install

Thats it. You ready to start using the application. Let us know if you have questions.

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