To enable the tracker for Salesforce Classic UI
- Go to Setup > App Setup > Create > Objects.
- Click Quote/Proposal or Agreement object based on the page you want to enable the tracker for.
- In the Buttons, Links, and Actions section, click Edit next to the View record.
- Define the fields as described in the below table:
Field
Description
Label
The label is populated automatically.
Name
The name is populated automatically.
Default
The default has already been selected.
Salesforce Classic Override
Select the Visualforce page radio button. From the picklist next to the Visualforce page radio button, select
- For Quote/Proposal object: ClassicProposalRecordDetail [Apttus_QPConfig__ClassicProposalRecordDetail]
- For Agreement object: ClassicAgreementRecordDetail [Apttus_CMConfig__ClassicAgreementRecordDetail]
- For Order object: ClassicOrderRecordDetailpage [Apttus_Config2__ClassicOrderRecordDetail]
Lightning Experience Override
Select the Lightning Page radio button.
Mobile Override
Leave the field as-is.
Comment
Add comments with a description of the action.
- Click Save.
