Add Submit and Delete Assessment Buttons Using Page Composer

Salespeople can submit and delete assessments associated with their opportunities through the Edit Opportunity: Assessment subtab. They must have Full or Edit access on the opportunity to submit or delete an assessment.

You must enable the Submit and Delete Assessment buttons in the Assessments page so that sales representatives can submit an assessment or remove an assessment that's no longer required. You use Page Composer to add the Submit and Delete Assessment buttons.

Here's how to add the Submit and Delete Assessment buttons to the Assessment page for opportunities using Page Composer.

1. Sign in to the application as a user with the Sales Administrator job role. Or, sign in as a setup user.

2. To open Page composer, create and enter a sandbox with Page Composer as one of the tools and select Page Composer from the Tools menu.

3. Activate a sandbox. The active sandbox name appears at the top of the page.

4. Click the user image or name in the global header, and on the Settings and Actions menu, select Edit Pages.

5. With Page Composer in Direct Selection mode, in the Edit Assessment region of the edit opportunity page, hover over the Save button.

   A colored box appears around the field and its label.

6. Click inside the box around the Save button.

7. A dialog box opens with two options:

   • Edit Component

   • Edit Parent Component.

8. Select the Edit Parent Component option.

9. In the Component Properties dialog box, click the Children tab.

10. Select the check box next to both the Submit and Delete Assessment items.

11. Click Apply.

12. Click OK and close Page Composer.

For more information about using Page Composer, see the Configuring and Extending Applications guide.