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Prerequisites for Installing SalesReady

  1. Quotes must be enabled for the Salesforce org in which SalesReady will be installed.

    1. From the setup screen within the Salesforce org where you plan to install SalesReady, type “Quotes” into the Quick Find bar and then click the option for “Quotes Settings.”

    2. Select the box enabling quotes and then click “Save.”

      image-20240710-174953.png
    3. Feel free to enable the Quotes related list field to any page layout you would like, but this is not a required step for the installation of SalesReady.

      image-20240710-175142.png
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