About This Guide

Max User Guide is designed to provide Max users with information on using Max. The guide covers the conversational flows that Max supports out-of-the-box. 

What's CoveredThis guide walks the user through a set-up of the entire conversion process with Max. It covers information, step-by-step instructions, and use cases for the features provided by Max on Apttus Omni.
Primary AudienceSales representatives, Collaborator
IT EnvironmentRefer to the latest Max on Salesforce 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
  • Contract Management User Guide: Refer to this guide for information on Contract Management use cases

This guide describes the following tasks: 

  • CPQ conversational flow
  • Contract Management conversational flow
  • Lookup Approvals
  • Approve or reject an approval
  • Standard Salesforce Objects conversational flow:
    • Accounts
    • Opportunities
    • Contacts
  • Enabling Explain Yourself feature
  • Advanced Features of Max
  • Providing feedback to Max

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

  • Salesforce

  • Apttus terms and definitions

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