Set up QuoteCloud in Salesforce

Create and track QuoteCloud documents from an Opportunity. An admin does this once, in the same order as Setup Home inside the package.

1. Install the package

   Open the install link and follow the Salesforce installer. Then open the QuoteCloud Setup app. Setup Home is its first item, and it marks each step Complete, Warning or Blocked.

2. Connect and verify

   Press Connect and sign in to QuoteCloud in the window that opens, then check it with Verify. If it doesn't connect.

3. Workspace

   Select one active default workspace for this connection.

4. Users

   Link at least one QuoteCloud user, or set a default document owner.

5. Objects, Templates and Mappings

   Turn on Opportunity document workflows, sync and activate at least one Opportunity template, then press Validate Configuration to prove the mappings and recipients.

6. Automation

   Optional. You can create and send documents by hand, or add rules to do it when a stage changes.

7. Test, permissions and monitoring

   Select an Opportunity and run Validate Configuration. Then assign the QC Admin and QC User permission sets, confirm the QuoteCloud cards are on your Opportunity Lightning pages, and open Operations & Diagnostics, which needs QC Manage Diagnostics.

Keep it healthy

Run Validate Configuration again after every configuration change. Don't edit Connection identifiers, credential status, diagnostics JSON, Sync Logs or Outbox payloads directly.