Start your DealScope trial
Install the package in Salesforce
Install for Admin Only
Find DealScope_User Permission Set
Click DealScope_User name
Manage Assignments
Click Manage Assignments to add users
Add Assignment
Click Add Assignment to add users
Select Users
Select all users you want to give access to DealScope.
If a user is not visible here, change the list view -- for example, to Recently Viewed.
Click Next
Set Expiration Date
The preferable choice here is "No expiration date".
Click Assign
Open an Opportunity
Open any Opportunity page. Then click the gear icon in the top menu and select Edit Page
Drag and Drop
Find the aiSummaryPanel component and drag it to the desired place on the page. Then click Save, and then Back.
Important: the page must be a Lightning Web Component (LWC) page. If it is not, you will need to convert it to LWC first.
Adding DealScope to a Lead page works the same way.
Congratulations! Your DealScope trial is active
You now have 1,000 AI summaries available, with no time limit
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