New in Chargebee: Explore Reveal and understand your payment performance end-to-end.Try Now
Docschargebee docs
HomeBillingPaymentsRevRecGrowthReveal
Support

Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee

  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model Context Protocol)

Developer Resources

  • Developer Resources Overview
  • Articles and FAQ

Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements

  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing

  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ

  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity

  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions

  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • eInvoicing
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Integrations
  5. Articles and FAQ
  6. Salesforce
  1. Billing
  3. Integrations
  5. Articles and FAQ
  6. Salesforce

How can I add CB quotes as a tab in Salesforce?

Problem Statement

This article explains how to add the CB Quotes tab to the Salesforce UI when it does not appear by default after connecting Chargebee to Salesforce.

Solution

The CB Quotes tab is not shown by default. Add it manually in Salesforce.

Steps to Set It Up

  1. In Salesforce, click the gear icon (top right) and open Object Manager.
  2. In the quick find field, search for Tabs.
  3. Click New.
  4. Select CB quotes from the dropdown.
  5. Click Next > Next > Save.
image
image
image

Watch this video for a walkthrough.

Related Articles

Why deals are being automatically closed won in Salesforce?
Salesforce - Subscription ID not being passed to the opportunity page
Is it possible for Salesforce to use read-only API key for syncronization?
Contract terms are enabled in Chargebee but they are not visible on CB subscription - Salesforce
How to create/update subscription using Salesforce Flow Builder?
Subscription creation on renewal opportunity
'Sync Rule for Opportunities in Salesforce: Allow Chargebee to update the opportunity products in Salesforce with subscription''s products in Chargebee setting'
Salesforce- populate Customer.Billing_Address.Company
Business Entity is not showing up for selection in Chargebee Settings of Salesforce

Show more

Was this article helpful?