5. Implementer's Guide

In this guide, we will tell you how to implement the CloudBudget 3.0 (CB 3.0) application and configure its operation using a simple structure as an example.

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Budget_example.xlsx

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Lets describes steps which help to integrate CB 3.0 into your organization:

1. Installation the package

2. Determination of the budget structure

3. Definition the analytics

4. Creation/integration all necessary objects

5. Org setup

6. Create the budget into CloudBudget 3.0 interface

7. Work with transactions

8. Preparing data for reports

9. Generate reports

10. SF Report and Dashboard

11. Creating a new user

12. Setting up data access