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1.1 YP Configuration

YP QUOTES. 1.1 YP Configuration. The Purpose of this presentation is to help configuring YP Quotes plug-ins and applications Please use these guidelines to make the whole process of configuring YP Configuration easy and time efficient. YP QUOTES.

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1.1 YP Configuration

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  1. YP QUOTES 1.1 YP Configuration The Purpose of this presentation is to help configuring YP Quotes plug-ins and applications Please use these guidelines to make the whole process of configuring YP Configuration easy and time efficient.

  2. YP QUOTES 1.1 After installation, your SalesForce application picker at the top right should contain new YP Quotes application.

  3. YP QUOTES • 1.2 Configure a user to access YP Quotes application by assigning them a custom profile.

  4. YP QUOTES Page Layouts Configuration – Opportunity ypquotes.com • 2.1 Edit opportunity page layout assignment.

  5. YP QUOTES Page Layouts Configuration – Opportunity ypquotes.com 2.2 Assign YP Quotes layout to the profile your YP Quotes user is configured with. Save assignment.

  6. YP QUOTES Page Layouts Configuration – Product 2.3 Edit product page layout assignment.

  7. YP QUOTES Page Layouts Configuration – Product • 2.4 Assign YP Quotes layout to the profile your YP Quotes user is configured with. Save assignment.

  8. YP QUOTES Buttons/Links (Action) Overrides - Product 3.1 Edit the "View" action under products, "Standard Buttons and Links" section.

  9. YP QUOTES Buttons/Links (Action) Overrides - Product 3.2 In the "Override Properties" section, choose Override With: "Product Page (yp_Product_Page)". Save assignment.

  10. YP QUOTES Buttons/Links (Action) Overrides - Quote Line Item 3.3 Choose Quote Line Item from your custom objects list.

  11. YP QUOTES Buttons/Links (Action) Overrides - Quote Line Item 3.4 Edit the "New" action under products, "Standard Buttons and Links" section.

  12. YP QUOTES Buttons/Links (Action) Overrides - Quote Line Item 3.5 In the "Override Properties" section, choose Override With: "QuoteLineItemAdd (yp_QuoteLineItemAdd)".

  13. YP QUOTES (Optional) Configure default landing tab for YP Quotes user • 4.1 Edit the profile your YP Quotes user is configured with and check the "Default" radio button next to the YP Quotes application under "Custom App Settings" section.

  14. YP QUOTES (Optional) Configure default landing tab for YP Quotes user 4.2 After login, you YP Quotes user will be inside the YP Quotes application.

  15. YP QUOTES Please do not hesitate to contact us info@ypquotes.com with any questions regarding YP Quotes products. Please visit our website for additional information: www.ypquotes.com

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