Configuring the Opportunity Page Layout (Lightning)

To send information from Salesforce to Fusebill, you will need to configure the Opportunity page to include a button to enable the transfer of data. 

Complete the following to add the Send to Fusebill button:

1. In Salesforce, on the top right tab, click the Settings icon. 
2. Under the Platform Tools heading, click Objects and Fields-> Object Manager on the left side menu.
3. From the Object Manager page, click Opportunity.
4. On the Opportunity Object Manager page, in the left menu, click Page Layouts.
5. On the Opportunity Page Layouts page, click the appropriate Opportunity Layout. Note: There are usually two, one for classic and one for lightning. 
6. On the Opportunity Layout page, in the top menu, click Buttons.
7. On the Buttons tab, click the Send to Fusebill button and drag to the Custom Buttons section in the Opportunity Details section below.
8. Click Save in the top menu.