Set Up Large Account Sales Management for Energy & Utilities

Plan and execute Large Account Sales Management set up. Configure your Salesforce org, download and deploy required components, and configure user permissions.

• Configure Your Org for Large Account Sales Management
  Configure your org for Large Account Sales Management. After you complete this configuration, you can download and deploy the Large Account Sales Management components.
• Download and Deploy Large Account Sales Management Components
  Large Account Sales Management components are available to you as static resources in your Salesforce org. To use these components, download and then deploy them into your org.
• Perform Post Deployment Steps Large Account Sales Management
  After downloading and deploying the Large Account Sales Management static resources, complete these post-deployment steps.
• Configure Permissions for Large Account Sales Management Users
  Sales Agents and Team Leads are two common Large Account Sales Management users. Learn more about the recommended permissions for these users.