Required
|
Recommended To Use All Features
|
||
---|---|---|---|
Install Managed Extension Package.
|
None
|
||
Clone Standard CC+ Profile.
|
None
|
||
Clone 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.
|