Installing the Deal Forge App Suite

Deal Forge is a suite of two native Salesforce apps that ship in one package and are licensed the same way:

• Deal Packages - lets revenue operations build reusable, pre-approved “deal packages” once, each made up of one or more products (including bundle products) with pre-configured quantities, discounts, and dynamic attributes, and apply them to a Quote in a single click. Reps get consistent, pre-configured pricing without manually rebuilding the same package every time; admins control what’s available, to whom, and on which price books.
• PCM Hub - a guided browsing and light-admin workspace over your org’s own Product Catalog Management data (products, price books, selling models, attributes, and the relationships between them), surfaced in one consistent, searchable interface instead of Salesforce’s default per-object record pages.

Installing the package does three things automatically, with no configuration required:

• Installs the Deal Packages and PCM Hub apps, objects, and components
• Generates a unique encryption key for your org and provisions a starter FREE license for each app - 2 User seats + 1 Admin seat, valid for 6 months from install date (see Section 8 for renewal)
• Nothing calls out to an external service during install or normal use - Deal Forge’s configuration flow runs natively inside your org

The only manual step is granting the very first admin user access (Section 5) - after that, all further users are provisioned entirely inside the app.

• A Salesforce org with System Administrator access for the person performing the install
• Lightning Experience enabled (Deal Forge does not support Classic)
• Salesforce Revenue Cloud enabled in the org. Deal Forge is built on top of Salesforce’s native Revenue Cloud objects (Product2, Pricebook2, PricebookEntry, Quote, and related catalog/configuration objects) - it does not include or provision Revenue Cloud itself

1. Open the install link above for your target environment
2. Log in to the target org when prompted
3. On the install screen, choose an install option:
   • Install for Admins Only - only System Administrators get initial access; recommended if you want to control rollout through the in-app license tools (Section 7)
   • Install for All Users / Install for Specific Profiles - choose whichever fits your rollout process
   • Deal Forge’s own object/field/Apex access is granted per-user through its license tools regardless of which option you pick here (Section 7) - this screen only controls initial package visibility
4. Click Install

5. Wait for the confirmation email or the on-screen “Installation Complete” message

Immediately after a fresh install completes (this step is skipped on upgrades), Deal Forge silently provisions a starter license:

The app’s own user-management screen is only reachable by an admin - so the very first admin can’t grant themselves access through it. This one-time step must be done manually in Setup.

1. In Setup, go to Users → Permission Set Groups (or search “Permission Set Groups” in the Quick Find box)
2. Assign the following two permission set groups to the user who will administer Deal Forge (typically yourself, the installing admin):
   • Dealforge_Package_Admin_Group
   • Dealforge_PCMHub_Admin_Group
3. Also assign the standard Revenue Cloud permission sets from Section 2 - both the “required for all users” and “required for Deal Packages users” lists - if this admin user doesn’t already have them. Deal Forge’s own permission set groups do not include these.

Deal Forge’s own technical access (Apex class access, field-level security on its custom objects) is granted automatically whenever a user is assigned a seat through the app itself - see Section 7. The standard Revenue Cloud permission sets above are the one thing that is not automatic and must be assigned by hand in Setup for every user, admin or not.

1. Open the App Launcher and search for Deal Forge
2. Open the Deal Packages app

3. In the app header, click the license status indicator to open the License panel
4. Confirm it shows:
   • Status: Valid
   • License type: FREE
   • Seats: 2 Users / 1 Admin
   • Expiration: 6 months from today

5. Repeat for the PCM Hub app

Once the first admin is bootstrapped (Section 5), every other user - admin or standard - is added entirely inside each app.

Provisioning users for Deal Packages

1. Open the Deal Packages app and click the License shield icon in the header
2. Select a user and assign them a User or Admin seat
3. Deal Forge’s own permission set groups (Dealforge_Package_User_Group / Dealforge_Package_Admin_Group - technical access to Deal Packages’ custom objects, fields, and Apex classes) are assigned automatically - nothing further to do in Setup for those
4. Separately, in Setup, assign the user the standard Revenue Cloud permission sets from Section 2 if they don’t already have them. This step is manual for every user and is not handled by the License panel.

Provisioning users for PCM Hub

1. Open the PCM Hub app and click the License shield icon in the header
2. Select a user and assign them a User or Admin seat
3. Deal Forge’s own permission set groups (Dealforge_PCMHub_User_Group / Dealforge_PCMHub_Admin_Group - technical access to PCM Hub’s custom objects, fields, and Apex classes) are assigned automatically - nothing further to do in Setup for those
4. Separately, in Setup, assign the user the same standard Revenue Cloud permission sets from Section 2 if they don’t already have them (the prerequisite is shared across both apps, even though the seat itself isn’t)

Seat counts are capped by each app’s own license (2 Users + 1 Admin on the starter FREE license). See the Admin Guide for the full walkthrough of user management, seat limits, and requesting more seats.

Every fresh install provisions a FREE starter license per app, automatically (Section 4): 2 User seats + 1 Admin seat, valid for 6 months from the install date. No signup or approval is needed to get this - it’s provisioned the moment the package finishes installing.

Renewing within the last month of your license period

Starting 30 days before expiration (and any time after it has expired), the Extend License button in the License panel becomes active:

• FREE license - click Extend License and it self-extends 6 months further from the current expiration date, immediately, with no approval needed. This is self-service by design - no need to contact anyone for a FREE renewal.
• Commercial license - the same button opens a pre-addressed email to info@clerisoft.com to arrange renewal. Clerisoft issues a new license key, which you install from the same License panel (Enter License Key).

• Deal Packages Guide - building, administering, and applying Deal Packages
• PCM Hub Guide - navigating and managing your product catalog in PCM Hub