Add the Business Unit Field to Opportunities

If you want sales teams to be able to associate a business unit with an opportunity, enable the Business Unit list of values in the opportunities UI.

Add the Business Unit Field

After you use Application Composer to add the Business Unit field to the opportunities UI, all available business units display in a drop-down list in the Business Unit field.

1. Create and activate a sandbox to work in.

2. Navigate to Application Composer.

3. Expand Standard Objects and navigate to Opportunity > Pages. The Opportunity: Pages page appears.

4. In the Opportunity: Pages page, ensure that the Application Pages tab is active.

5. In the Details Page Layouts region, select the Standard Layout in the table and then click the Duplicate icon. The Duplicate Layout dialog box appears.

   Note that you may be using a different layout than the default one. If this is the case, then select the appropriate layout.

6. Enter a name for the new layout and click Save and Edit.

7. In the Summary subtab region, click the edit icon.

8. In the Details Layout: Default 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.

9. Click Save and Close.

10. Click Done in the Details Layout: Default Layout page.

11. Validate the change by navigating to the edit opportunity page and ensuring that you can see the Business Unit field in the edit opportunity page.

    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 sales representative.

12. Publish the sandbox.

13. The Business Unit field is now available to sales users in the edit opportunity application pages.