Our managed package enables sellers to click a button within Salesforce’s opportunity layout which easily creates or links to an order in Salesbricks.
Before installing the managed package, you will need to connect your Salesforce account to Salesbricks.
new-order

Creating a new Salesbricks order from an opportunity within Salesforce.

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Setup

Follow the steps below to install the managed package in Salesforce:
You will need to be a Salesforce administrator with access to install packages for all users.
1

Click on the install link below associated with the desired Salesforce environment.
2

Select the option Install for All Users.
Next, we’ll install the component in your Opportunity Layout.
1

In Salesforce, navigate to an opportunity.
2

Click on the gear icon in the top left and select Edit Page.
edit-page
3

In the search bar, type order. You should see an option called order under the Custom - Managed dropdown.
order
4

Drag this component to your desired location in the opportunity layout, and click Save.
The component should now be available for use within the opportunities in Salesforce.