Enable Opportunities, Leads, and Activities Subtabs on the Edit Asset Page

You can expose Opportunities, Leads, and Activities subtabs on the Edit Asset page to let salespeople associate assets with these business objects By default, these subtabs don't appear in the Edit Asset page.

Here's how to show these subtabs on the Edit Asset page:

  1. Ensure you're working in an active sandbox.
  2. Navigate to Application Composer, in the Configuration category.
  3. In the navigation tree, expand Standard Objects, expand Asset, and click Pages.
  4. Ensure that the Application Pages tab is selected.
  5. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the duplicate icon.
  6. Enter a new layout name and click Save and Edit.
  7. In the Details Layout page, Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.
  8. In the Configure Subtabs dialog box, move the relevant business object from the Available Subtabs window to the Selected Subtabs window.
  9. Click OK.
  10. From the Details Layout page, click Done.
  11. Make sure that the layout status for your layout is set to Active.
  12. Test the changes:
    1. Navigate to Sales > Assets as a user with access to the assets pages, for example, as a salesperson.
    2. Edit an asset and ensure you can see the relevant business object's subtab in the Edit Asset page.
  13. Publish the sandbox according to your company's business practices.