Updating the Customer Quotation Lightning Record Page

Use the SCMQT Lightning Page Assignment feature in the Feature Console to assign the new page introduced in Spring 2022. The feature enables you to assign the Customer Quotation Lightning record page as the org default and also updates the page layouts for the corresponding Lightning record page.

To enable the SCMQT Lightning Page Assignment feature:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by application or status.
  3. Click SCMQT Lightning Page Assignment feature.
  4. Click Launch next to feature console step 1. This step assigns the Customer Quotation Lightning record page as the org default. When the process completes, the status is set to "Done".
  5. Perform the feature console step 2 to manually assign the Customer Quotation Compact Layout (Advanced Quoting) to the appropriate record types. When the process completes, click Mark as Done to indicate that you have manually completed the actions described in the step.
  6. Click Launch next to feature console step 3. This step updates the page layouts required for customer quotations. When the process completes, the status is set to “Done”.