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  1. Select App Manager.

  2. Select the Quote Configurator row and choose Manage from the menu.

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  3. Set up users (profiles) that should have access to the application.

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  4. Navigate to Visualforce Pages, find Quote Configurator and click Security. Set user access rights there.

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Set up Proper Users

For the authentication with Pricefx, Salesforce uses the SAML protocol, which contains the login name of the Salesforce user. Make sure that this value matches the Login Name or Email in Pricefx user administration. You can find out which field it is in the SAML configuration – NameID Mapping.

Otherwise, you can encounter an issue similar to this one:

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  • Use the autoGrow method to automatically modify the size of the app within the Visualforce page.
    Note: The autoGrow flag takes precedence over the fixed height. The default is true even if the flag is not present.

  • Define a fixed height (autoGrow must be set to false) and enable scrollbars, so that the user can always see the whole content.

    1. Click Edit Layout.

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    2. In the Other Information section, click Properties.

    3. Enable the Show scrollbars option.

    4. Save the layout changes.

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For a list of supported languages see Localization.

Adjust Browser Settings

To make sure that Pricefx works correctly in your web browser, some settings have to be made.

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