---
schema_version: "1"
id: ba7fe94a7095f232d9c49e9dea2f4d04b1444c62ad84ae685e068b61b6de4c9f
title: Manual Setup Tasks for Multisite Quote
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_manual_setup_tasks_multisite_quoting.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_manual_setup_tasks_multisite_quoting.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5f21e2b029135fdac43003982e0cdd363fab318c30636e2faa9833656f392c97
description: After running the automated setup for multisite quoting, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration.
products:
  - Energy and Utilities
release: "264"
---
# Manual Setup Tasks for Multisite Quote

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

Before you begin, run the automated `configure-eu-cloud-multisite` SOR for multisite quoting.

1. [Enable contacts to multiple accounts](https://help.salesforce.com/s/articleView?id=sales.shared_contacts_set_up.htm&language=en_US).
2. Set up the default workflow user.
    1. From Setup, in the Quick Find box, enter Process Automation Settings, and then select **Process Automation Settings**.
    2. For **Default Workflow User**, select an admin.
    3. Save your changes.
3. [Clone and activate flows](https://help.salesforce.com/s/articleView?id=ind.energy_activate_the_energy_service_flows.htm&language=en_US).
4. Create a Decision Matrix data sharing rule.
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select **Sharing Settings**.
    2. In the Decision Matrix Sharing Rules related list, click **New**.
    3. 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
    4. Save your changes.
5. Upload sample data.
    1. [Add product and pricing data](https://help.salesforce.com/s/articleView?id=ind.ene_add_product_pricing_data.htm&language=en_US).
    2. [Add sample data for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_add_sample_data_multisite.htm&language=en_US).
6. [Configure the Product Discovery pricing procedure](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_context_definitions_pricing_procedures.htm&language=en_US).
7. Configure the Product Discovery settings.
    1. From Setup, in the Quick Find box, enter Product Discovery Settings, and then select **Product Discovery Settings**.
    2. Turn on **Select Pricing Procedure**.
    3. Select the Product Discovery Pricing Procedure that you created.
8. [Create the B2B pricing procedure](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_context_definitions_pricing_procedures.htm&language=en_US).
9. [Update context definition for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_update_context_definition_multisite.htm&language=en_US).
10. [Set up flows for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_set_flows_multisite.htm&language=en_US).
11. [Configure product discovery settings for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_product_discovery_multisite.htm&language=en_US).
12. [Configure Salesforce pricing settings for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_pricing_multisite.htm&language=en_US).
13. [Configure Revenue settings for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_revenue_multisite.htm&language=en_US).
14. [Configure the create order action for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_create_order_action_multisite.htm&language=en_US).
15. [Configure the constraint model for multisite](https://help.salesforce.com/s/articleView?id=ind.ene_configure_constraint_model_multisite.htm&language=en_US).