Expose the Exclusions Tab and the Enable Forecasting Field

You can modify the Territory Details UI to add the Exclusions tab and to add the Enable Forecasting field to the Summary tab. These changes affect the Less Details UI where sales managers can modify active territories without using a territory proposal.

To add the Exclusions tab to the Territory Details page:

1. Ensure you're working in an active sandbox.

2. From the Navigator, open Application Composer.

3. Select the CRM Cloud application.

4. In Standard Objects, expand Sales Territory.

5. Select Pages.

6. In the Application Pages tab, Details Page Layouts region, select Standard Layout.

7. Click Duplicate.

8. Accept the provided name Default custom layout.

9. Save and close.

10. Click the link to open your new layout.

11. In the Subtabs region, click the Hide, Show, or Reorder Subtabs icon.

12. In the Configure Subtabs dialog, move Exclusions from the Available Subtabs list to the Selected Subtabs list.

13. Click OK.

14. Click Done.

To enable the Enable Forecasting field:

1. Ensure you're working in an active sandbox.

2. Open your Default custom layout for the Details Layout.

3. Click the Summary tab.

4. Click the Edit icon beside the Summary heading.

5. Move the Enable Forecasting field from the Available Fields list to the Selected Fields list.

6. Save and close.

After you complete these procedures, test the changes and publish the sandbox according to your company's business practices.