The Quote object from Digital Sales Platform (DSP) is offered as Custom Lightning Page Template Components and installed as a Managed Package in Salesforce (SFDC) Lightning App UI.
(Salesforce also has documentation which we have captured in 'External reference links' at the bottom of this article in case you need more details).
Installation of Lightning UI Managed Package
To install the package in your Salesforce environment, enter the Installation URL, in a new browser tab or window.
For Production Salesforce environment use
For Sandbox Salesforce environment use
Step 1: Enter the Username and Password for the org in which you want to install the package.
Step 2: Enter the password you received from your Customer Sucess Manager to install the package.
Step 2A: Choose one of the options in cases where existing component names conflict with ones in the new package:
i) Do not install: If the package contains any component sharing the same name as another already present in the organization, it will show an error and not install the package.
ii) Rename conflicting components in the package: If the package contains any component sharing the same name as another already present in the organization, it will ask for the conflicting component to be renamed before completing the package installation.
Step 2B: Choose which profile the package should be installed for Admins only, All users, or A specific profile.
Step 2C: Click "Install".
It is recommended to first select for all users and later restrict by profile as appropriate.
Step 3: Click Done to view the Package.
An email with details of the successful installation will be triggered by salesforce.com when installation is completed. In the case of any errors, an email with details will be triggered as well.
Post Installation Step
As a post-installation step, you need to create 2 Custom Labels
1. IMC_DSP_BaseURL : this is to store the URL of the connected In Mind Cloud tenant
2. IMC_DSP_MetadataPopUp : the value should be False for an ideal user experiance
Step 1: In SFDC, click on the gear icon present at the top right corner, and select "Setup".
Step 2: Search for "Custom Labels"
Create a New Custom Label.
The Name has to be IMC_DSP_BaseURL
get you URL of In Mind Cloud tenant,
Step 4: "Value", enter the URL of the In Mind Cloud tenant.
Step 5: Click "Save". The managed package in the Sales App now carries information from the custom label!
Step 6: Create another Custom Label with Name as IMC_DSP_MetadataPopUp and value as False
Customizing and Activating the Managed Package
After the package has been installed in the client's organization, the following steps are required to activate the DSP Quote tab in Accounts and/or Opportunities within SFDC.
Repeat Steps 1-6 for both Accounts and Opportunities detail view.
Screenshots for the steps below are according to steps taken for Opportunities.
Step 1: Open Opportunities detail view in the Sales App and click on the gear icon present at the top right corner. Click "Edit Page".
Step 2: From the dropdown of pages, select the appropriate managed package.
Step 3: Edit the tab labels and order on the right-side bar. When ready, click "Save" on the top right corner.
Step 4: Click "Activation" on the top right corner to see this pop-up. Select the App Default tab:
Step 5: Select activation of the managed package in the Sales App, for Desktop form factor.
Step 6: Complete the selection and return to the Sales App. The package is now activated!
External reference links
Note: The above screenshots and steps are updated as of 21/08 Release. Please refer to Salesforce documentation for additional guidance.