Enterprise Sales Management components are readily available to you as static resources in your Salesforce org that has ​Salesforce Industries Communications, Media, and Energy Summer '23 or later installed.
This feature is part of the Communications Cloud managed package.
Deployment Summary
The components for Enterprise Sales Management come packaged in zip files stored in the static resources section of your Salesforce org.
However, these components aren't ready to use until you download the zip files, extract them, and then deploy the extracted components to the correct locations in your Salesforce org. You will use a desktop tool called IDX Workbench to perform the deployment.
After you've deployed the Enterprise Sales Management components, there are a number of follow up tasks to complete such as assigning permissions. running maintenance jobs, activating Omnistudio components, and other tasks.
For best results, you need the appropriate team in charge of this process. Assign the deployment tasks to system administrators, developers, or Salesforce consulting partners who are comfortable with:
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Connecting a desktop application to Salesforce (IDX Workbench in this case).
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Migrating Salesforce components with IDX Workbench.
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Troubleshooting component deployment errors.
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Communications, Media, and Energy & Utilities managed package administration.
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OmniStudio administration.
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Experience Cloud administration and digital experiences builder.
Complete deployment often requires additional set up and testing before you're ready to launch your telcom sales program. Salesforce recommends that you plan ample time for testing, iteration, and troubleshooting before your go-live.
To get started with Enterprise Sales Management, follow these instructions:
- Configure Your Google Maps API Key for Enterprise Sales Management (Managed Package)
Enterprise Sales Management uses Google Maps APIs to find locations on a map. To enable this functionality, you must generate the required Google Maps API key in Google Maps Platform. Then, add your Google Maps API key in your org. This API key is used to validate Google Maps API calls. - Guidelines for Enterprise Sales Management Permissions (Managed Package)
Review the tips and guidelines for Enterprise Sales Management permissions. - Download and Deploy Enterprise Sales Management Datapacks (Managed Package)
Enterprise Sales Management components are available to you as static resources in your Salesforce org and in the Communications Cloud GitHub repo. To use these components, download and then deploy them into your org. - Run Maintenance Jobs for Enterprise Sales Management (Managed Package)
After you make all the required updates to various configurations, run these maintenance jobs to ensure that your configurations are implemented. - Configure the Enterprise Self-Service Portal (Managed Package)
Set up the Enterprise Self-Service (ESS) portal based on your business requirements. - Set Up Rules or Pricing for Locations in Enterprise Sales Management (Managed Package)
Enterprise Sales Management allows you to configure the pricing based on the location of a site. This feature allows you accurately price locations based on country, state, or any other location-specific field. - Get Started with Enterprise Sales App (Managed Package)
Manage Enterprise quotes more efficiently using the Enterprise Sales App.