Opportunity Estimator: Salesforce Professional Edition

There are additional limitations when using a Professional Edition of Salesforce and the Express Opportunity Estimator.

• Only one mapping and one object at a time can be using the Opportunity Estimator
• The "Create Estimator" button will not be available under Setup > Define Deal Attribute > selecting a mapping.

The Opportunity Estimator itself will function the same. See Opportunity Estimator Overview (PDF) for more details.
 
To set up the Estimator on Salesforce Professional Edition, a Salesforce System Admin will want to do the following:

1. Create a Custom tab for XCImportSource
2. Go to XCImportSource tab > Click Go
3. Select the mapping you would like the Estimator to be added to. 
4. Click Edit > check the box for useForEstimate
5. Go to the object the Estimator has been added to > select a deal you expect to see the Estimator on > Click "Edit Layout" in the upper right corner of the page
6. Under the layout details select Visualforce Page
7. Click "Section" and drag it onto the object where you want to see the Estimator
8. Label it as needed. Oftentimes Implementation will label it as "Show me the money!"
9. Drag down OpportunityIncentExpressPageBlock into this new section
   NOTE: The name may not include "Opportunity", but will always include "ExpressPageBlock"
10. Click the wrench icon in the upper right corner of the estimator
11. Change the settings to read
    Width: 1200px
    Height: 400
12. Click Save

The Estimator has now been added to the object.