Add the Ofca Quote button to Opportunities

To be able to configure Quotes on Salesforce Opportunities using Ofca, you need to add the Ofca Quote button to the Opportunity Page Layout.

  • open Setup and click on Object Manager



  • type "Opportunity" in the search box



  • click Opportunity



  • open the Page Layouts tab and select a layout on which you would like to add the Ofca Quote button




  • go to the Mobile & Lightning Actions tab and type "Ofca Quote" in the search box



  • drag the Ofca Quote button to the Salesforce Mobile and Lightning Experience Action section below




  • click Save


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