Getting Started with SmallBuilder Lists
Last updated
Last updated
Before you begin, certain preparatory steps are necessary to fully utilize the powerful features of SmallBuilder Lists. These steps are essential for configuring the system efficiently and customizing it to meet your specific requirements. By completing these steps, you can ensure a smooth implementation of SmallBuilder Lists and optimize its performance in your organization.
Install SmallBuilder Lists in your organization from AppExchange.
SmallBuilder Lists offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.
Learn more about Assigning Licenses and Permissions >
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.
Learn more about Configuring Currency Settings >
For metadata-related operations like creating and managing tabs within SmallBuilder Lists, additional configurations for the connected app associated with SmallBuilder Lists are required.