Max Administrator Guide is designed to provide Max Administrators with information on configuring Max. The guide covers the setup and installation procedure for using Max.
Topic
Description
What's Covered
This guide walks the administrator through the complete set-up of Max using Max Admin Console. It also describes steps on installing and configuring Max on Salesforce.
Primary Audience
Max Administrator
IT Environment
Refer to the latest Max Release Notes for information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, refer to What's New topic.
Other Resources
CPQ User Guide: Refer to this guide for detailed information on CPQ use cases that you can achieve using conversational flow.
Contract Management User Guide: Refer to this guide for detailed information on Contract Management use cases that you can achieve using conversational flow.
Intelligent Workflow Approvals Administrator Guide: Refer to this guide for detailed information on Approval use cases that you can achieve using conversational flow.
This guide describes the following tasks:
Installing and configuring Max on Salesforce
Using Max Admin Console
Using Max Notification Center
Before using Max, you must be familiar with the following: