Install the Zuora Quotes package in Salesforce by navigating to the provided URL, selecting user profiles, approving third-party access, and configuring permissions.

1. Navigate to the URL provided by Zuora and log in to Salesforce as a System Administrator.
2. On the installation page, select the user profile that you want to provide access and click Install. If you select Install for Admins Only , you must update your security settings in Salesforce to grant permissions to other users to be able to access Zuora Quotes.
3. When prompted to approve third-party access, select Yes and click Continue.
   The installation process starts, and you will receive an automated email when the process completes.

   Note: If you receive an email notifying you of a successful installation, but the installation process for the package continues to show the "Processing" status, you can deploy the Zuora Quotes package manually. See
4. (Required for Quotes Release 8.10.2 and later releases) Clone the relevant permission set and add the zqu__Z_Quote app to the cloned set manually. You will later assign this cloned set to your users for them to get access to the zqu__Z_Quote app.
   1. Click Setup .
   2. Under Administer , select Manage Users > Permission Sets .
   3. Click Clone to clone the relevant permission set that you are to grant to the user.
   4. Click the cloned permission set and click Assigned Apps .
   5. Click Edit Properties and add the zqu__Z_Quote app to the Enabled Apps column list.
   6. Click Save .
5. Select Zuora Quotes from the menu at the top right-hand corner to change to the Zuora Quotes view. Now you are ready to configure the package.