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Post-Install Steps: Cadence Support for Interested Buyers and Transactions Objects Buttons
Renee Duncan
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0 step
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2 minutes
Salesforce
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Add the "Create Cadences" Button to the Transactions Object
Add the "Create Cadences" Button to the Interested Buyers Object
Ensure Org-Wide Email Addresses Are Set
Add the "Create Cadences" Button to the Transactions Object
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From the "Transactions" tab, click "Edit Object"
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Click "Page Layouts"
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Click "Transactions Layout"
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Click "Mobile & Lightning Actions"
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Click and drag the "Create Cadence" button down to the "Salesforce Mobile and Lightning Experience Actions" section.
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Click "Save"
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Add the "Create Cadences" Button to the Interested Buyers Object
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Click "OBJECT MANAGER"
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Type "Interested Buyers" in the "Quick Find" field.
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Click "Interested Buyers"
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Click "Page Layouts"
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Click "Interested Buyers Layout"
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Click "Mobile & Lightning Actions"
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Click and drag the "Create Cadences" button down to the "Salesforce Mobile and Lightning Experience Actions" section.
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Click "Save"
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Ensure Org-Wide Email Addresses Are Set
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Click "Home"
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Type "org" in the "Quick Find" field and select "Organization-Wide Addresses"
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Click this button.
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