How do I change my Sales Competitors pages?
Competitor pages are available from the Navigator by selecting the Competitors menu item from your classic UI. You can use Application Composer to create and add custom fields and to change the look of the these pages.
Here are the pages and regions that you can extend using Application Composer for the Sales Competitor object, along with the navigation to the configuration pages.
Competitors Page |
Competitors Region |
Navigation |
---|---|---|
Competitors Overview page |
Competitors list region |
|
Create Competitor page |
Details region |
|
Edit Competitor page |
Details region |
|
Create Custom Fields for Your Sales Competitor Pages
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Navigate to
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In the Objects tree, go to Standard Objects, expand the object tree for the object you want. For example, expand the Sales Competitor tree.
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Click the Fields node for the object.
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Click the Custom tab.
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Click the Create icon, or select Create from the Actions menu.
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Select the type of field you're creating. For example, select
Text
as the type for a text entry field. -
Click OK.
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In the Appearance area, enter a Display Label for the new field. Set other optional attributes as desired.
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In the Name area, enter an internal name for the field. The application populates a name based on your entry in the Display Label field, but you can override the default value. Ensure there's no space in the internal name.
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Optionally, in the Constraints area, enter other parameters for the field. For example, make the field a required field.
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Optionally, in the Default Value region, enter a default value for the field.
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Click Save and Close.
Add Custom Fields to Your Sales Competitor Pages
Now that you've created your custom fields, here's how add them to the Competitors pages or regions.
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Navigate to
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In the Objects tree, go to Standard Objects, expand the Sales Competitor object tree.
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Click the Pages node for the Sales Competitor object.
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Click the Desktop Pages tab.
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Click the page you want to change and make the changes.
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Save your changes.
Duplicate Display Names for Fields
When you configure Competitors pages, in the Available Fields section of Application Composer, some field display names appear to be duplicates. For example, you might see two fields for Primary Competitor. The names you see in the list are display names only; each has an underlying name, which is its actual name. To see the underlying name of the field, hover your mouse pointer over the field name. The hover text displays the actual name of the field.