How can I add CB quotes as a tab in Salesforce?

Modified on: Mon, 11 Jul, 2022 at 2:54 PM

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How can I add CB quotes as a tab in Salesforce? 

There is no CB quotes tab showing in the menu.


When we connect Chargebee to Salesforce, the CB quotes do not show up as a tab on the Salesforce UI by default, we can however make some changes in Salesforce and it will show up. 


  • In your Salesforce instance, navigate to the Object manager by clicking on the gear icon in the top right corner. 

  • Once the object manager loads, search for Tabs in the quick find field.

  • Click on New as per the screenshot below.

  • After which select CB quotes from the drop-down, click Next >> Next & Save. 

Screen recording for the same can be found here →

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