Engage > Deploying Engage > Prerequisites to Installing Engage
Prerequisites to Installing Engage
Assumptions
The admin setting up Engage has a good SFDC knowledge and background in the following areas.
Understand SFDC Experiences Sharing Rules and Permissions wrt External User Accounts.
Understand the use of SFDC Flows.
Knowledge of Existing SVMX Back Office Process for Work Order Management.
To successfully set up the ServiceMax Engage, ensure the following list of actions is completed.
Required
Recommended To Use All Features
Install Managed Extension Package.
None
Clone Standard CC+ Profile.
None
Clone Standard Permission Set.
* 
You must manually configure the READ permission on the product if you clone the Standard Permission Set.
Create your own permission set to hold your deployments changes.
Easier to upgrade in the future.
Add required System Permissions to your new Permission Set or the Clone.
None
None
Add any additional required Object/Field permissions to your permission set - based on your fields/configuration
Create Flows from Templates Provided & Activate them.
None
Enable Experiences & Domain.
None
Create a new Experience Site & Publish.
None
None
Set up a simple home page using Experience Builder (Include the QR Code and App Store Links to Engage Mobile App) - In case of users log in to the web by accident.
None
Set up the desired login experience, all SFDC login methods are supported.
Add Engage Standard Permission Set.
None
Create Users from Contacts.
None
Assign Profile to Clone.
None
Assign User to Engage Standard Permission Set.
None
Assign User to the Cloned Permission Set.
Assign User to Your Own Permission Set.
None
Check/Configure Email Templates.
Add Member Profiles to Experience Site.
None
For Production Orgs, Assign Engage Licenses.
None
Check your Sharing Rules/Permissions.
None
None
Configure Global Settings.
None
Push Notification Connected App.
None
Notification Message Templates.
None
Configure Notification Message Flows.
None
Configure App Level Settings.
None
Define Logo/Color Scheme.
None
Configure Appointment exclusion criteria.
None
Configure Asset Spotlight Reports.
None
Configure Asset.
None
Actions, Attachments, Chat, Feedback, Fields to display, Service History, Attributes & Maintenance Plan Options.
None
Configure Location.
None
Chat, Fields & Attachments.
None
Configure Request.
None
Flows and Feedback.
None
Configure Zinc Hotline.
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