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.

Watch this video for a walkthrough.