Enable the Products Subtab in Opportunities

You can expose the Products subtab in the Edit Opportunity page to let salespeople view more revenue line items at a glance. By default, the Products subtab doesn't appear in the Edit Opportunity page.

Here's how to expose the Products subtab in the Edit Opportunity 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 Opportunity, 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 Products from the Available Subtabs 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 > Opportunity as a user with access to the opportunity pages, for example, as a salesperson.

    • Edit an opportunity and ensure you can view the Products subtab in the Edit Opportunity page.

14. Publish the sandbox.

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