Install the Rebate Transaction Qualification Check Package

To get access to the screen flow for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install the Rebate Transaction Qualification Check package in Salesforce. You can clone and customize the Rebate Transaction Qualification Check flow as per your business requirements.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To install the package: Download AppExchange Packages
  1. In a browser, enter the installation URL. Choose the installation URL based on where you want to install the package.
  2. Enter your username and password for the Salesforce org where you want to install the package, and then click Log In.
  3. Select Install for All Users, and click Install.
    Note
    Note The package can take a while to install. An email is sent when the installation is completed.
  4. Click Done.
    Note
    Note Check the Installed Packages page in Setup to verify that the Rebate Transaction Qualification Check package is installed.