The Purpose of this presentation is to help configuring YP Quotes plug-ins and applications Please use these guidelines to make the whole process of configuring.

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Presentation transcript:

The Purpose of this presentation is to help configuring YP Quotes plug-ins and applications Please use these guidelines to make the whole process of configuring YP Configuration easy and time efficient. YP QUOTES

1.1After installation, your SalesForce application picker at the top right should contain new YP Quotes application. YP QUOTES

1.2Configure a user to access YP Quotes application by assigning them a custom profile.

Page Layouts Configuration – Opportunity YP QUOTES 2.1 Edit opportunity page layout assignment. ypquotes.com

Page Layouts Configuration – Opportunity 2.2 Assign YP Quotes layout to the profile your YP Quotes user is configured with. Save assignment. YP QUOTES ypquotes.com

Page Layouts Configuration – Product 2.3Edit product page layout assignment. YP QUOTES

Page Layouts Configuration – Product 2.4Assign YP Quotes layout to the profile your YP Quotes user is configured with. Save assignment. YP QUOTES

Buttons/Links (Action) Overrides - Product 3.1Edit the "View" action under products, "Standard Buttons and Links" section. YP QUOTES

Buttons/Links (Action) Overrides - Product 3.2 In the "Override Properties" section, choose Override With: "Product Page (yp_Product_Page)". Save assignment. YP QUOTES

Buttons/Links (Action) Overrides - Quote Line Item 3.3 Choose Quote Line Item from your custom objects list. YP QUOTES

Buttons/Links (Action) Overrides - Quote Line Item 3.4 Edit the "New" action under products, "Standard Buttons and Links" section. YP QUOTES

Buttons/Links (Action) Overrides - Quote Line Item 3.5 In the "Override Properties" section, choose Override With: "QuoteLineItemAdd (yp_QuoteLineItemAdd)". YP QUOTES

(Optional) Configure default landing tab for YP Quotes user 4.1 Edit the profile your YP Quotes user is configured with and check the "Default" radio button next to the YP Quotes application under "Custom App Settings" section. YP QUOTES

(Optional) Configure default landing tab for YP Quotes user 4.2 After login, you YP Quotes user will be inside the YP Quotes application. YP QUOTES

Please do not hesitate to contact us with any questions regarding YP Quotes Please visit our website for additional information: YP QUOTES