DealScope Docs | AI Briefs for Salesforce Records

Install DealScope in Salesforce

This page rewrites the current public installation guidance from the DealScope trial page into a cleaner setup flow.

Before You Start

The public trial page says DealScope currently works with:

The same page says Starter Suite is not fully supported because of Salesforce limitations around API access, customization, and Lightning component support.

Choose the Right Install Path

Use the public install page:

Public guidance on the site:

The public site recommends a simple first rollout:

  1. Start in a sandbox.
  2. Try one object first.
  3. Add the panel to a single record page.
  4. Review the output with a small pilot group.
  5. Expand after the workflow is validated.

Setup Steps

The public trial page currently shows this sequence:

  1. Install the package in Salesforce.
  2. Install for admins only.
  3. Find the DealScope_User permission set.
  4. Open Manage Assignments.
  5. Assign the permission set to the users who need access.
  6. Use No expiration date if that matches your policy.
  7. Open an Opportunity page in Salesforce.
  8. Click the gear icon and choose Edit Page.
  9. Add the aiSummaryPanel component to the Lightning Record Page.
  10. Save the page.

The same page says:

Account Page Note

The public site clearly shows Account support, but the current install walkthrough explicitly demonstrates Opportunity and says Lead is the same.

TODO: add explicit Account page placement steps when the public site publishes them.

Trial Note

At the time of writing, the public trial page says the trial includes:

Verify this on the public site before relying on it operationally.