QuoteX - Installation, Setup & Configuration Guide for System Admin
Published on May 19, 2026 QuoteX
QuoteX Installation & Setup Guide
QuoteX is a managed package built natively on the Salesforce platform. Installing it involves completing a few prerequisites in your org, installing the app from AppExchange, and then configuring it for your team.
QuoteX overview
| Naming conventions at a glance | All Salesforce custom object names begin with "PSC" under the namespace "PSCE". | All custom components, apps and classes have file names beginning with "PSC" under the namespace "PSCE". | All other objects are used as delivered by Salesforce. |
Key Technical Features
| 4 apps, 21 tabs and 62 objects built within the Salesforce platform. | Managed package: integrates without consuming your organization's object or tab quota. | Built exclusively on the Salesforce Platform: frees teams from Excel sheets and enables collaboration directly within Sales Cloud. |
Prerequisites
| Requirement | Status needed |
| Multiple Currencies | Must be enabled |
| Chatter (Feed Tracking) | Must be enabled |
| Important: Complete all prerequisites before you attempt to install QuoteX in your org. |
Pre-Installation Steps
Step 1: Enable Multiple Currencies for your org
- In Setup, enter Company Information in the Quick Find box, select Company Information and click Edit.
- Make sure the selected currency locale is the default currency you want to use for current and future records.
- Enable Activate Multiple Currencies and save your changes.
Step 2: Enable Feed Tracking in Chatter Settings (Feature Settings > Chatter > Feed Tracking)
- In Setup, enter Chatter Settings in the Quick Find box, then click Feed Tracking.
- Make sure the Feed Tracking box is checked.
Installing QuoteX
Installing QuoteX involves configuring the prerequisite values in your Salesforce org, downloading and installing the app, and then configuring it to meet your team's needs.
| Note: QuoteX is optimized for use with Opportunities and aligns with the Salesforce Sales Cloud license. As a standalone application, it also offers intuitive functionality for platform licenses. |
The primary managed package includes apps, tabs and custom objects, all beginning with the namespace prefix "PSC_". All custom Salesforce object names and components/Apex classes follow this same naming convention.
| Get it now (Salesforce AppExchange) | https://appexchange.salesforce.com/appxListingDetail?listingId=39b27c64-de96-4797-85f5-63e3ee7c9b38 |
Troubleshooting
| If installation fails or QuoteX objects do not appear, first confirm that Multiple Currencies is activated and that Feed Tracking is checked in Chatter Settings, then retry the installation. |
Knowledge Article Number: KA-00003