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Configuration Instructions

Configuration Instructions

Owned by Igor Krasnykh
Last updated: Aug 27, 2024 by Volodymyr Malygin
2 min read

 Instructions

  1. How to find the opportunities tab

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In the upper left corner right under the salesforce logo, open the menu, here we will find the tab we need

  1. Open a list of all the opportunities

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  1. Select any item from the list to perform further configuration

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On the top right, click on the gear icon to select “Edit Page”

  1. Create a new custom tab

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  1. Add Payment components to the Record Page and click Save

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Congratulations, now we are ready to make payments!

 

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