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Update Salesforce CPQ quote page layout assignment

Learn how to update the Salesforce CPQ Quote page layout assignment using the Zuora Connector for Salesforce CPQ.

Use the Quote page layout provided by Zuora Connector for Salesforce CPQ for additional Zuora specific fields required.

  1. In Salesforce, navigate toSetup > Create > Objects > Quote in the Salesforce CPQ package.
  2. In the Page Layouts section, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. Click the Page Layout column header to select all profiles.
  5. Click the Page Layout To Use field and select SteelBrick-Zuora Quote Layout.
  6. Click Save.