Start your DealScope trial

Install the package in Salesforce

INSTALL IN PRODUCTION

INSTALL IN SANDBOX

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 Record Page. If it is not, you will need to convert it to LRP 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

FAQ