This topic outlines how to set up the Price List Management quick start.
These set-up steps are aimed at a configurator.
To set up the quick start, complete the following steps:
- Install the quick start
- Set up quick start components
- Set up data load and publish process
- Set up scopes (filters) for scenario workbooks
When you complete these steps, users can begin working with scenarios and templates.
Install the quick start
Your Zilliant representative installs quick start components and makes them available in Salesforce. Then, you will together set up the quick start.
Set up quick start components
All standard components are immediately available in the installed folder. To learn more about them, read Product components.
If you use a quick start extension, additional configuration is required. Contact your Zilliant representative to learn more details.
Set up data load and publishing
All standard templates, input sources, and publish targets are registered by default.
If you use a quick start extension, additional configuration is required. Learn how to configure data load and publishing.
During this step, you can also overwrite sample data in the tenant with data from customers' sources.
Set up scopes for scenarios
By default, we include Country as a Select Scope option in the Manage Scenarios workbook.
To add additional scopes for the quick start, contact your Zilliant representative.