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Setup the trumpet card in Salesforce

Written by Sam Cockburn
Updated over 2 weeks ago

In order to get the trumpet card to appear on your Opportunities in Salesforce you must follow these steps

Step 1

Install the Salesforce Package using the following link, which sets up a Custom Object in Salesforce for us to push data to https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000RnEN

Step 2

Head to the Salesforce lighting setup page and search for Object Manager

Step 3

Search for Opportunity

Step 4
Go to the Lighting Record Pages section

Step 5

You might need create a new page or edit an existing one. These are pages that can override the existing Opportunity Page.

Step 6

Search for trumpet and drag it onto the screen

If you are editing an existing page that is already the default then you just need to save it for it to apply.

If you are creating a new page then you need to add an "Assignment" to apply the page as default.

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