After running the automated setup for multisite quoting, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Before you begin, run the automated configure-eu-cloud-multisite SOR
for multisite quoting.
- Enable contacts to multiple accounts.
-
Set up the default workflow user.
- From Setup, in the Quick Find box, enter Process Automation Settings, and then select Process Automation Settings.
- For Default Workflow User, select an admin.
- Save your changes.
- Clone and activate flows.
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Create a Decision Matrix data sharing rule.
- From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
- In the Decision Matrix Sharing Rules related list, click New.
-
Enter the rule details:
- Label: Decision Matrix Data Sharing Rule
- Rule Name:
Decision_Matrix_Data_Sharing_Rule - Rule Type: Based on record owner
- Decision Matrix: owned by members of: All Internal Users
- Share with: All Internal Users
- Access Level: Read Only
- Save your changes.
- Upload sample data.
- Configure the Product Discovery pricing procedure.
-
Configure the Product Discovery settings.
- From Setup, in the Quick Find box, enter Product Discovery Settings, and then select Product Discovery Settings.
- Turn on Select Pricing Procedure.
- Select the Product Discovery Pricing Procedure that you created.
- Create the B2B pricing procedure.
- Update context definition for multisite.
- Set up flows for multisite.
- Configure product discovery settings for multisite.
- Configure Salesforce pricing settings for multisite.
- Configure Revenue settings for multisite.
- Configure the create order action for multisite.
- Configure the constraint model for multisite.