Prepare your org for installation
  • 23 Feb 2024
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Prepare your org for installation

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Article summary

Enable Lightning Experience

Follow this Trailhead on how to enable Lightning Experience.

Enable Communities

  1. Go to Setup
  2. Search and select Settings under Digital Experiences
  3. Enable Digital Experiences

Enable Multi Currency

  1. Go to Setup
  2. In Quick Find search and select Company Information
  3. Click Currency Set Up
  4. Select the Activate checkbox in the section Currency Setting

When Forecasting is enabled or you can't enable Multi-Currency, ask Salesforce Support to enable Multi-Currency for your org.

Add Profiles

Before installing the package three default profiles have to be created to which the right access levels can be granted during the installation of the package.

  1. Go to Setup
  2. In Quick find, search and select Profiles
  3. Click Clone next to each of the original profiles outlined below
  4. Provide the correct new name to each clone according to the table below and click Save
Profile to CloneName of new profile
Customer Community Login UserOrderCentral Community Login User
Customer Community UserOrderCentral Community User
Standard Platform UserOrderCentral Administrator