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.
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 organizationโs currency is properly set before using the product.
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.
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