Configuration

To install and set up the Chargebee for Salesforce managed package, visit the Install Chargebee for Salesforce guide. Once the setup is complete, follow the steps below to start using Chargebee CPQ Quoting.

Update Page Layouts for Chargebee CPQ for Sales

To ensure users have access to the right actions and the latest Quote page layout, follow the steps below to properly configure Chargebee CPQ in Salesforce.

Add the Create Quote Action for Chargebee CPQ for Salesforce

Lightning Experience

1. Open the Lightning App Builder or page layout editor.
2. Select the Create Quote item under Object Specific Quick Actions.

Salesforce Classic

1. In the Classic page layout editor, make sure the Mobile & Lightning Actions section is added to the layout.

2. Confirm that the Create Quote action is included within this section.

Update the CB Quote Lightning Page

1. Go to Setup > Lightning App Builder.

2. Locate and select the CPQ Quote page.

3. Click View > Activate.

4. Under Activation Settings, choose Assign as Org Default.