> For the complete documentation index, see [llms.txt](https://docs.limio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limio.com/salesforce/cpq/set-up-limio-cpq.md).

# Setup

{% hint style="info" %}
**Requires** Limio for Salesforce v13.24 or later. Upgrade before following these steps.
{% endhint %}

If you have installed a version of the package that includes the quoting components, you can proceed with the steps below.

## A. Update the Opportunity layout

1. Surface the **Generate Limio Quote** action button on the Opportunity page.
2. Add **Limio Quotes** to the related lists section.

## B. Create a custom copy of the "Generate Checkout Link from Limio Quote" flow

1. Open the out-of-the-box **Generate Checkout Link from Limio Quote** flow in Salesforce Flow Builder.
2. In the left-hand panel, go to the **Manager** tab.
3. Find the **domain** variable.
4. Click the variable and set its default value to your Limio domain (e.g. `https://yourdomain.limio.com`).

   > **Note:** Because the Preview and Checkout screens both reference this variable in their **Limio Initiate Checkout** components, updating it here means you only need to set it once — the value is used automatically in both screens.

   <figure><img src="/files/MR7lp4KfQjNYQP6fNkbk" alt=""><figcaption></figcaption></figure>
5. In the **View Cart and Generate Links** screen you will see two **Limio Initiate Checkout** components. They are meant to contain different page tags — one for preview, one for checkout.

   * In each component's properties panel, set **Limio Page Tag** to the correct value.

   <figure><img src="/files/9LlI7PuEQpmXc4wFYxoB" alt=""><figcaption></figcaption></figure>
6. Save your changes as a **new flow**.

## C. Update and activate the Limio Quote Lightning record page

1. From the Opportunity record, click the **Generate Limio Quote** button you just added, select an offer, click **Next**, and **follow the link** to the newly created Limio Quote record.

   <div data-with-frame="true"><figure><img src="/files/2nHL5WiOJFEr7b7nOAwu" alt=""><figcaption></figcaption></figure></div>
2. On the top right, click the gear icon, then **Edit Page**.
3. Open **Limio Quote Record Page** from the Lightning pages list.
4. Click the flow component in the main area of the page and replace the out-of-the-box flow referenced there with the **new flow** you just created. **Pass in the recordId.**
5. **Save and Activate** the page, and assign it as Org Default.

<figure><img src="/files/GjTbPhzTicf5lykVCSHK" alt=""><figcaption></figcaption></figure>

## Next

{% content-ref url="/pages/JYBE9ED08W5ySGK1rIOZ" %}
[New Quote](/salesforce/cpq/new-quote.md)
{% endcontent-ref %}


---

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