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

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    • 0 step |
    • 2 minutes

    Add the "Create Cadences" Button to the Transactions Object

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

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

    Click "OBJECT MANAGER"
    Type "Interested Buyers" in the "Quick Find" field.
    Click "Interested Buyers"
    Click "Page Layouts"
    Click "Interested Buyers Layout"
    Click "Mobile & Lightning Actions"
    Click and drag the "Create Cadences" button down to the "Salesforce Mobile and Lightning Experience Actions" section.
    Click "Save"

    Ensure Org-Wide Email Addresses Are Set

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