An understanding of the following Salesforce standard features is required in setting up the application.
Basic
- Understanding of permissions/profiles
- Understanding of the Salesforce data model (objects/relationships)
- Custom Buttons Settings
- Page Layout Settings
- Resource migration from sandbox to production environment
Advanced
- Creating a flow
*You can learn about the standard features of Salesforce at Trailhead.
*Salesforce standard features are outside the scope of our support. Please contact Salesforce Help.
Reference