Getting started with SmallBuilder

Installation

SmallBuilder is available for installation directly from the AppExchange.

When you install SmallBuilder, you will get access to the free trial by default. You can implement Line-item Configurators, Document Templates, and Lists with the free trial. However, if you want to set up more than one configuration, you need to purchase a license.

SmallBuilder Line Items	SmallBuilder Documents	SmallBuilder Lists	SmallBuilder Schedules

License and Permission Set Assignment

SmallBuilder offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.

License and Permission Set Assignment

Organization Currency Setup

After an organization is initially created, the currency may be set to null. If the currency is not properly configured, SmallBuilder may not function correctly. Make sure to verify that your organization’s currency is properly set before using the product.

Organization Currency Setup

Connected App Configuration

To perform metadata-related tasks, such as adding buttons to page layouts or creating tabs in the builder screen for SmallBuilder, you need to configure the connected app.

Connected App Configuration