Getting Started with SmallBuilder Lists

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.

🔸 Package Installation

Install SmallBuilder Lists in your organization from AppExchange.

SmallBuilder Lists - Mass Actions, Integrate External Data, Dynamic Filtering, Custom Filters, Bulk Actions, Bulk Delete, Excel DownloadSalesforce AppExchange | Leading Enterprise Cloud Marketplace

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🔸 Assigning Licenses and Permissions

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 >

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🔸 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.

Learn more about Configuring Currency Settings >

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🔸 Connected App Setup

For metadata-related operations like creating and managing tabs within SmallBuilder Lists, additional configurations for the connected app associated with SmallBuilder Lists are required.

Learn more about Connected App Setup >