Getting Started

To smoothly configure the builder and use the editor in SmallBuilder Line Items, a few initial setup steps are required.

Package Installation

Install SmallBuilder Line Items in your organization from the AppExchange.

SmallBuilder Line Items - no code custom line item configurator for any object in SalesforceSalesforce AppExchange | Leading Enterprise Cloud Marketplace

Assigning Licenses and Permissions

SmallBuilder Line Items offers 10 free licenses. Before using the product, assign the relevant licenses and permission sets to users for access.

Organization Currency Setup

After an organization is initially created, the currency might be set to null. If the currency is not properly configured, SmallBuilder Line Items may not function as expected. Ensure the organization’s currency is properly set before using the product.

Connected App Setup

To perform metadata-related tasks such as adding buttons to page layouts or retrieving custom labels in the builder, additional configurations for the connected app in SmallBuilder Line Items are required.