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Add Send to Zuora button to Quote layouts for Single Subscription Quoting

Configure Quote layouts in Salesforce Lightning Experience to include the Send to Zuora button for Single Subscription Quoting. 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 Buttons in the left pane.
  5. Drag and drop the Send to Zuora button to the Salesforce Mobile and Lightning Experience Actions section.
  6. Click Save to save.