Install Salesforce Lightning UI
- 19 Nov 2024
- 1 Minute to read
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Install Salesforce Lightning UI
- Updated on 19 Nov 2024
- 1 Minute to read
- Print
- DarkLight
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The Quote object from Zilliant CPQ is offered as Custom Lightning Page Template Components and installed as a managed package in the Salesforce (SFDC) Lightning App UI.
More information
The Salesforce topics listed in External reference provide guidance for working with the Salesforce Lightning App builder and custom Lightning page components.
Install the Lightning UI managed package
To install the Lightning UI managed package in your Salesforce environment, browse to the location listed in the following table.
| Package | Location |
|---|---|
| Managed package | https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8a000000u9E0 |
Procedure
- Enter the username and password for the org where you want to install the package.
- Enter the password you received from your Customer Success Manager to install the package.
Important
If the installation package contains a component with the same name as another component already installed in the org, installation will not complete successfully. You must rename the conflicting component before completing package installation.
Select the profile for which the package should be installed. Options are:
- All users
- Admins only
- Specific profiles
Zilliant recommends you install the package for all users, and then later restrict by profile as needed.
Select Install.
When installation completes, salesforce.com triggers an email with details of errors or successful installation.Select Done to view the package.
Post-installation steps
After installation, you must customize the following labels:
- IMC_DSP_BaseURL—Enter the URL of the connected Zilliant tenant.
- IMC_DSP_MetadataPopUp—Set to False to facilitate the best user experience.
Customize and activate the managed package
After installing the package in your organization, follow these required steps to activate the CPQ Quote tab in Accounts or Opportunities in SFDC.
Repeat the following steps for the Accounts and Opportunities detail views.
- Open the Opportunities detail view in the Sales App and select the gear icon at the top right corner.
- Select Edit Page.
- Select the managed package from the dropdown list.
- Edit the tab labels and order on the right sidebar. When ready, select Save, then select the managed package from the dropdown.
- Select Activation at the top right corner to see this pop-up. Select the App Default tab.
- Select to activate the managed package in the Sales App for the Desktop form factor.
- Complete the selection and return to the Sales App.
External reference
Read the following Salesforce help articles to learn more about Lightning apps:
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