Post-Install Steps: Cadence Support for Interested Buyers and Transactions Objects Buttons | Scribe

    Post-Install Steps: Cadence Support for Interested Buyers and Transactions Objects Buttons

    • SalesforceSalesforce

    Add the "Create Cadences" Button to the Transactions Object

    1
    From the "Transactions" tab, click "Edit Object"
    2
    Click "Page Layouts"
    3
    Click "Transactions Layout"
    4
    Click "Mobile & Lightning Actions"
    5
    Click and drag the "Create Cadence" button down to the "Salesforce Mobile and Lightning Experience Actions" section.
    6
    Click "Save"

    Add the "Create Cadences" Button to the Interested Buyers Object

    7
    Click "OBJECT MANAGER"
    8
    Type "Interested Buyers" in the "Quick Find" field.
    9
    Click "Interested Buyers"
    10
    Click "Page Layouts"
    11
    Click "Interested Buyers Layout"
    12
    Click "Mobile & Lightning Actions"
    13
    Click and drag the "Create Cadences" button down to the "Salesforce Mobile and Lightning Experience Actions" section.
    14
    Click "Save"

    Ensure Org-Wide Email Addresses Are Set

    15
    Click "Home"
    16
    Type "org" in the "Quick Find" field and select "Organization-Wide Addresses"
    17
    Click this button.