Add the Business Unit Field to the Edit Opportunity Page

After you modify the UI, salespeople can associate a business unit (BU) with their opportunities using a drop-down list in the Edit Opportunity page. You enable the drop-down list using Application Composer.

Add the Business Unit Field to Opportunities

Here's how to add the Business Unit field to the Edit Opportunity page:

1. Ensure you're working in an active sandbox.
2. Navigate to Application Composer.
3. Expand Standard Objects and navigate to Opportunity > Pages.
4. In the Opportunity: Pages page, ensure that the Application Pages tab is active.
5. In the Details Page Layouts region, click the duplicate layout icon to duplicate and edit an existing layout.
6. In the Duplicate Layout dialog window, enter the new layout name and select the existing page layout to duplicate.
7. Click Save and Edit. Your new Details Layout page appears, with the name of the new layout in the page title.
8. In the Summary subtab region, click the edit icon.
9. In the Details Layout: Default custom layout: Edit Summary page, find the Business Unit field in the Configure Detail Form list. Move the field from the Available Fields list to the Selected Fields list.
10. Click Save and Close.
11. Click Done in the Details Layout: Default custom layout page.
12. Validate the change by navigating to the Edit Opportunity page and ensuring that you can see the Business Unit field.

    The user you sign in with to validate the change must belong to a sales resource organization. For example, you must sign in as a user with the Sales Representative role. The Sales Administrator user also will work for testing.

13. Publish the sandbox.

The Business Unit field is now available to sales users in the Edit Opportunity page.