# Configuration guide: Adopt - Salesforce essentials

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The configuration options on this page are only accessible to [administrators](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles#roles-administration).

Refer to the [Usage guide: Adopt - Salesforce essentials](/platform/library-packs/applications/adopt-library-packs/adopt-salesforce-essentials/usage-guide-adopt-salesforce-essentials.md) to use library content as a standard user.
{% endhint %}

## **Prerequisites** <a href="#documentation-pre-requisites" id="documentation-pre-requisites"></a>

This library pack contains content from the following required [expansion products](/platform/overview/products.md):

* [Digital adoption - Adopt](/platform/user-guide/adopt.md)

{% hint style="info" %}
Some of these products offer default access to their respective content and can still be used without [expansion products](/platform/overview/products.md).

Refer to the [Nexthink Infinity thresholds and limits overview](https://edocs.nexthink.com/nexthink-infinity/infinity-specifications/nexthink-infinity-default-thresholds-overview) documentation for more information about default thresholds for expansion products.
{% endhint %}

## **Included content and dependencies** <a href="#documentation-contentanddependencies" id="documentation-contentanddependencies"></a>

This library pack contains the following content and dependencies:

<table><thead><tr><th width="135">Content type</th><th width="196">Name</th><th width="293">Description</th><th width="216">Dependencies</th></tr></thead><tbody><tr><td>Adopt guide</td><td>Account - How to create</td><td>Helps new users confidently and correctly create accounts outside the lead conversion flow, maintaining data integrity and supporting business processes</td><td>None</td></tr><tr><td></td><td>Contact - How to create</td><td>Helps new employees understand how to correctly create a Contact in Salesforce if not using lead conversion process.</td><td>None</td></tr><tr><td></td><td>Lead - How to create</td><td>Help new users understand the importance of properly creating a Lead. The purpose is to gather enough data to determine whether the lead is worth pursuing</td><td></td></tr><tr><td></td><td>Lead - How to convert</td><td>Helps new employees confidently and correctly convert qualified Leads into actionable records (Accounts, Contacts, and Opportunities) aligned with the organization's sales process.</td><td></td></tr><tr><td></td><td>User - Personalize the Nav bar</td><td>Helps new employees customize the navigation bar, by adding, removing, or reordering tabs based on the tools and objects they use most frequently</td><td></td></tr><tr><td></td><td>User - Delegated approver setup</td><td>Helps Salesforce users using CPQ set up a delegated approver.</td><td></td></tr></tbody></table>

## **Configuring "Adopt - Salesforce essentials"** <a href="#documentation-configurationguide" id="documentation-configurationguide"></a>

{% hint style="info" %}
Adapt these suggested configuration steps to edit and customize content according to your organizational needs.
{% endhint %}

Follow these steps to install and configure content:

* Before configuration - Install library pack content from [Nexthink Library](/platform/user-guide/nexthink-library.md)​
* ​[Step 1 - Configure guides​](#step-1-configure-guides)

### **Step 1 - Configure guides**

1. From the main menu, navigate to the **Applications** > [Manage adoption guides ](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/managing-guides.md)page.

<figure><img src="/files/4os2a91SJDJnoNoFiEcy" alt=""><figcaption></figcaption></figure>

2. The installed guides will be unattached.
3. Select a guide, and using the menu, choose "Attach to an application."

<figure><img src="/files/RvpInStMJe7hjPJNTOLc" alt=""><figcaption></figcaption></figure>

2. Choose your application from the list, and click OK.

<figure><img src="/files/YiIu7r5AjN3RKYLeyk0q" alt=""><figcaption></figcaption></figure>

5. By default, your installed guide will be in draft mode.
6. You are free to edit the guide, change the description and assign key page restrictions if required.
7. Once the guide settings are complete, you can publish the guide.

<figure><img src="/files/n4DgtrzqViL4mRmUERTn" alt=""><figcaption></figcaption></figure>

8. Your guide will now be available in the Context help menu.

<figure><img src="/files/AbHX89PwPY1FwvLMr6Ru" alt=""><figcaption></figcaption></figure>

***

RELATED TOPICS

* [Overview page: Adopt - Salesforce essentials](/platform/library-packs/applications/adopt-library-packs/adopt-salesforce-essentials.md)
* [Usage guide: Adopt - Salesforce essentials](/platform/library-packs/applications/adopt-library-packs/adopt-salesforce-essentials/usage-guide-adopt-salesforce-essentials.md)


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```
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```

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