Configurator Prerequisites
Ensure that you perform the following steps before running the Configurator:
1. To run successfully, the deployment Configurator requires some default values to be set in your Salesforce profile. In Settings > Company Profile > Company Information, edit the following values:
a. Default Locale – Set it to English (United States)
b. Default Language – English
c. Default Timezone – (GMT - 08:00) Pacific Standard Time (America/Los_Angeles) If your settings are different from the above-mentioned values, you must change them before running the Configurator. You can change the values back after the Configurator completes successfully.
2. Uncheck the Active flag on unused standard SFM wizards to ensure that those wizards are not associated with all group profiles post running the Configurator.
3. Check the org's GBL037 setting value and be informed of the impact of running the Configurator in the Output Document processes. One of the following will occur based on the GBL037 setting value in the org:
a. If it is set to True, the Output Document template will be uploaded in Salesforce file format.
b. If it is set to False, the Output Document template will be uploaded as an attachment.
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