Enable the Opportunities Subtab in Assets

You can expose the Opportunities subtab in the Edit Asset page to give salespeople the ability to associate opportunities with assets. You must expose asset fields in the opportunity pages to display the asset information for the opportunity.

By default, the Opportunities subtab doesn't appear in the Edit Assets page.

Here's how to enable the Opportunities subtab in the Edit Asset 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 Opportunities from the Available Subtabs window to the Selected Subtabs window.

  10. Click OK.

  11. From the Details Layout page, click Done.

  12. Make sure that the layout status for your layout is set to Active.

  13. Test the changes as follows:

    • 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 Opportunities subtab in the Edit Asset page.

  14. Publish the sandbox.

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