This guide will walk you through the process of adding the Get a Walnut button to a page on Salesforce.
Embedding the Get a Walnut Quick Action Button
*In some older configurations, this button may be labeled “Get a Demo”.
Begin by opening the Salesforce opportunity page. Open the setup menu by clicking the gear icon in the top right corner. Then select edit page.
Select the highlights panel and click Add Action.
In the Actions Search bar, look up Get a Walnut. Once selected, click done.
Once added, move the Get a Walnut button to the top of the action list by dragging it to the top. Then press Save in the top right.
Exit the editor and return to the opportunity page to ensure you see the Get a Walnut button appear.
When you click the Get a Walnut button, you should see that it opens up the Walnut tab for you.