Enable Quick Edit to Opportunity Products

An opportunity can have a large number of products. If changes are required, salespeople have to modify product lines with lots of attributes, often a time-consuming task.

So to make the task easier, use Application Composer to let salespeople quickly navigate to a secondary dialog window to add new or edit existing product lines. From the products area of the opportunities UI, they can add, view, edit, close, go to next and previous records in a dedicated dialog box.

Here's how to enable the product line dialog box:

Activate a sandbox.
Navigate to the Application Composer, available under the Configuration menu.
Expand the Opportunity object tree.
In the Opportunity tree, click the Pages link.
In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.
From the Edit Revenue Table region, click the edit icon.
Click these check boxes:
- Enable Separate Create Pages check box to control how new product line records are added.
  
  If you enable this check box, salespeople can click Add to display a dedicated Add Product dialog box where they can add new product lines.
- Enable Separate Edit Pages check box to control how existing product line records are edited.
  
  If you enable this check box, salespeople can click the link in the Name field to display a dedicated Edit Product dialog box for the product line records they want to change.
Click Save and Close.
Back in the Details Layout page, click Done.
Ensure that the layout status for your user-defined layout is Active.
Test the changes: Navigate to Sales > Opportunities as a user with access to the Edit Product page, for example, as a salesperson. Click the Name link for the product or group you want and ensure that a dedicated Edit Product dialog box is displayed.
Publish the sandbox.