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

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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