Table of Contents

<aside> 💡 Note! Before you start reaping the benefits of the app, make sure to meet the following prerequisites. Set Up My Domain If you don’t have a deployed My Domain in your org, you might fail to install the app. Even though most production orgs have a My Domain by default, we recommend you double-check it. Find out how you can set up your My Domain here.

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1. Getting started with Sculptor CPQ

Sculptor CPQ has two plans: free and premium.

The free (trial) version doesn’t expire and comprises all the features from the premium version with two limitations: ten interactive quotes per month (standard PDF quotes are unlimited) and two active pricing rules instead of their unlimited quantity in the premium version.

Start using Sculptor CPQ swiftly by following the instructions step by step:

  1. Click Get It Now on the listing page to install the free app version.

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  2. Select the environment type: Install in Production or Install in Sandbox (test) Enter your username for production environments, and click Install.

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  3. Review the requested profile details, read the terms, and select the I have read and agree to the terms and conditions checkbox, then click Confirm and Install

    1. Note: Only one person in your org is allowed to install a package at a time.

  4. Choose a security option, and click Install .

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*Sculptor CPQ operation is guaranteed for Enterprise Edition and above. Professional Edition is supported with some PE limitations not related to Sculptor CPQ (for instance, the Approval process for Quotes is unavailable). Web Services API is required to install the Sculptor CPQ package for Salesforce Professional Edition orgs.

| Settings | Install for Admins Only | Install for All Users | Install for Specific Profiles* | | --- | --- | --- | --- | | Object permissions | Read, Create, Edit, Delete, View All, and Modify All enabled | Read, Create, Edit, and Delete enabled | Read, Create, Edit, Delete, View All, and Modify All enabled | | Field-level security | Set to visible and editable for all fields | Set to visible and editable for all fields | Set to visible and editable for all fields | | Apex classes | Enabled | Enabled | Enabled | | Visualforce pages | Enabled | Enabled | Enabled | | App settings | Enabled | Enabled | Enabled | | Tab settings | Determined by the package creator | Determined by the package creator | Determined by the package creator | | Page layout settings | Determined by the package creator | Determined by the package creator | Determined by the package creator | | Record Type settings | Determined by the package creator | Copied from admin profile | Determined by the package creator |

*You can set each profile to have full access or no access for the new package and all its components. No Access—Specifies the same settings as Full Access, except all object permissions are disabled.

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<aside> 💡 Note that a standard “The app is taking too long to install” message will appear after that. You will receive an email when the setup is complete.

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2. Manage Licenses

By default, you get the Free version of the app with 10 licenses installed in your org. If you have to add more licenses, please contact our support team by email ([email protected]) or via a contact form.

To start working with Sculptor, you need to assign the licenses to corresponding users. Let’s see how it is done.