7/5/2021 Add Custom Buttons to Page Layouts

Add Custom Buttons to Page

Layouts
After you've migrated the Enterprise Sales Management components, the custom buttons that allow you to
launch and use Enterprise Sales Management won't appear on the page layouts automatically. You must add
these custom buttons to the Account, Opportunity, and Quote objects' page layouts.

To update the page layouts in the target org:

1 Go to Settings and click Setup.

2 Click Object Manager.

3 In Quick Find, enter Account and then click Account.

4 Click Page Layouts.

5 Click the page layout that you want to update. For example, click Account Layout.

6 From the list of buttons, select Create Enterprise Quote and drag and drop it into the Custom
Buttons section.

7 Click Save.

8 Repeat these steps to update the Opportunity object's page layout.

9 For the Quote object's page layout, repeat these steps for the following buttons:

a. Configure Enterprise Quote

b. Create Proposal

c. Create Proposal LWC

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7/5/2021 Add Custom Buttons to Page Layouts

© 2021 Vlocity LLC, a Salesforce company Last modified: June 29, 2021
Publication date: July 5, 2021

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