Supporting tools and information

For this chapter, you will require access to a Sandbox or Dev Org to be able to explore and prototype the functionality we describe in this chapter.

You will also want to review the requirements that were collected as part of the requirements gathered for your core sales process to determine whether any of those are met by the functionality we describe here. You may also need access to the tools that were used to capture requirements and document processes in case any additions or modifications are identified.