About This Guide

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. 

TopicDescription
What's CoveredThis 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 AudienceMax Administrator 
IT EnvironmentRefer to the latest Max on Apttus Omni Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor 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

Before using Max, you must be familiar with the following:

  • Basic Salesforce administration

  • Apttus CPQ and Apttus CLM administration

  • Salesforce and Apttus terms and definitions
  • Basic Apttus Omni administration

  • Azure Platform and Apttus terms and definitions

If you are new to Max, begin here: About Max and Getting Started