Enable the Leads Subtab in Assets

You can expose the Leads subtab list in the Edit Assets page to give salespeople the ability to associate an asset with a lead. You must expose asset fields on the Lead pages to display the asset information for the lead.

By default, the Leads subtab doesn't appear in the Assets pages.

Here's how to expose the Leads subtab list in the Edit Assets page.

1. Activate a sandbox.

2. Navigate to Application Composer, in the Configuration category.

3. Select Sales.

4. In the navigation tree, expand Standard Objects, expand Asset, and click Pages.

5. Ensure that the Application Pages tab is selected.

6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

7. Type a new layout name and click Save and Edit.

   The Details Layout page appears.

8. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

   The Configure Subtabs dialog box appears.

9. Move Leads from the Available Subtabs to the Selected Subtabs window.

10. Click OK.

11. Back in the Details Layout page, click Done.

12. Be sure that the layout status for your user-defined layout is Active.

13. Test the changes: Navigate to Sales > Assets as a user with access to the assets pages, for example, as a salesperson. Edit an asset and ensure you can see the Leads subtab in the Edit Asset page.

14. Publish the sandbox.

For more information, see the Configuring Applications Using Application Composer guide.