CB, quotes, tab, salesforce
CB Quotes tab missing in Salesforce
When we connect Chargebee to Salesforce, the CB quotes do not show up as a tab on the Salesforce UI
40880090
2022-06-30T17:03:13Z
2022-07-11T09:24:17Z
127
0
0
254868
How can I add CB quotes as a tab in Salesforce?
How can I add CB quotes as a tab in Salesforce?
This article covers
How can I add CB quotes as a tab in Salesforce?
There is no CB quotes tab showing in the menu.
Summary
When we connect Chargebee to Salesforce, the CB quotes do not show up as a tab on the Salesforce UI by default, we can however make some changes in Salesforce and it will show up.
Solution
- In your Salesforce instance, navigate to the Object manager by clicking on the gear icon in the top right corner.
- Once the object manager loads, search for Tabs in the quick find field.
- Click on New as per the screenshot below.
- After which select CB quotes from the drop-down, click Next » Next & Save.
Screen recording for the same can be found here → https://www.loom.com/share/d45405d7a8d742cd9e12cc4d868c4200
Articles & FAQ