Welcome to Zuora Product Documentation

Explore our rich library of product information

Add Multi Sub Preview and Multi Sub Send to Zuora buttons to Quote layouts for Multi Subscription Quoting

Configure Quote layouts in Salesforce to include Multi Sub Preview and Multi Sub Send to Zuora buttons. The steps in this article are documented based on the Salesforce Lightning Experience.

  1. In your Salesforce org, click the Quotes tab.
  2. Click Setup and select Edit Object .
  3. Click Page Layouts in the left navigation menu, and click Quote Layout - Default V8.0 layout. This layout determines the components exposed on the Quote Summary page.
    Note:
    • For Amend Quotes, click the Quote Layout - Amendment v8.0 layout.
    • For Renew Quotes, click the Quote Layout - Renewal V8.0 layout.
  4. From the box at the top in the main region, click Mobile & Lightning Actions in the left pane.
  5. Drag and drop the Multi Sub Preview and Multi Sub Send to Zuora buttons to the Salesforce Mobile and Lightning Experience Actions section.
  6. Click Save to save the configuration.