Step 7: Adding the 'Get a Demo' button

This guide will walk you through the process of adding the Walnut Demo button to a page on Salesforce.

Embedding the Get a Demo quick action Button

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 Demo. Once selected, click done. 

Once added, move the Get a Demo 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 Demo button appear.

When you click the Get a Demo button, you should see that it opens up the Walnut tab for you.

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