1. Implementation Reference
  2. Extend Pages for Opportunities

Extend Pages for Opportunities

Using Application Composer, you can change many items that appear in the pages for opportunities.

Use Application Composer to configure these pages:

  • Opportunities landing page

  • Create Opportunity page

  • Edit Opportunity page

  • Products table in the Edit Opportunity page

  • These subtabs within the Edit Opportunity page:

    • Activities

    • Contacts

    • Deal Registrations

    • Leads

    • Notes

    • Partners

    • Team

For example, you can:

  • Hide or show standard fields.

  • Hide or show standard actions and buttons.

  • Add user-defined fields of all types.

  • Set fields as required.

  • Set field default values.

  • Reorder columns.

  • Change column labels.

  • Add user-defined actions and buttons.

High-Level Steps to Modify Opportunity Pages

Here are the high-level steps to make changes to the opportunity UI pages:

  1. Activate a sandbox.

  2. Navigate to the Application Composer.

  3. Expand the Opportunity object tree.

  4. In the Opportunity tree, click the Pages link.

  5. Ensure that the Application Pages tab is active.

  6. In the region that corresponds to the page you're modifying, duplicate the standard layout and edit the resulting layout. For example, in the Details Page Layout region, duplicate the standard layout and then edit the resulting layout. See the Configure Opportunity Pages section in this topic for details about which regions in the Application Pages tab correspond to which opportunity pages.

  7. In the new user-defined layout row, the Active check box will be automatically checked, indicating that the new user-defined layout is active.

    Note: Since you have duplicated the standard layout, two layouts now display. When the application finds more than one layout, it evaluates each layout at runtime, starting with the first layout in the table. If all conditions are met for the layout, then it's displayed. If not, then the next layout is evaluated, and so on.

  8. Save your changes.

  9. Publish the sandbox.

Configure Opportunity Pages

This table shows the opportunity pages or subtabs that can be modified, along with the navigation steps to the areas where you make the modifications.

All of these navigation steps assume the use of the Application Pages tab.

Opportunity Page

Navigation

Landing (list) page

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Landing Page Layouts region, duplicate the standard layout and edit the resulting layout.

Create Opportunity Page

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Creation Page Layouts region, duplicate the standard layout and edit the resulting layout.

Edit Opportunity Page, Summary region

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Ensure the Summary subtab is active.

  5. Edit the Summary region.

Edit Opportunity Page, Products table

Optionally, first add user-defined fields to the Opportunity Revenue object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Edit the Edit Revenue Table region.

Edit Opportunity Page, Contacts subtab

Optionally, first add user-defined fields to the Opportunity Contact object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Click the Contacts subtab.

  5. Edit the Contacts subtab.

Edit Opportunity Page, Team subtab, Team view

Optionally, first add user-defined fields to the Opportunity Team Member object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Click the Team subtab.

  5. Edit the Fuse Opportunity Team region.

Edit Opportunity Page, Team subtab, Territories view

Optionally, first add user-defined fields to the Sales Territory object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Click the Team subtab.

  5. Edit the Territories region.

Edit Opportunity Page, Partners subtab

Optionally, first add user-defined fields to the Opportunity Partner object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Click the Partners subtab.

  5. Edit the Partners subtab.

Edit Opportunity Page, Deal Registrations subtab

Optionally, first add user-defined fields to the Opportunity Deal object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Click the Deal Registrations subtab.

  5. Edit the Deal Registrations subtab.

Edit Opportunity Page, Activities subtab

You must use the Activity object in Application Composer to extend this subtab.

  1. Navigate to the Activity object.

  2. Click Pages and ensure the Application Pages tab is active.

  3. In the Embedded Activity Summary Layout region at the bottom of the page, duplicate the standard layout and edit the resulting layout.

Edit Opportunity Page, Notes subtab

You must use the Notes object in Application Composer to extend this subtab.

  1. Navigate to the Notes object.

  2. Click Pages and ensure the Application Pages tab is active.

  3. Duplicate the standard layout and edit the resulting layout.

The Notes list page isn't extensible.

Edit Opportunity Page, Leads subtab

Optionally, first add user-defined fields to the Sales Lead object.

  1. Expand the Opportunity object.

  2. Click the Pages link.

  3. In the Details Page Layouts region, duplicate the standard layout and edit the resulting layout.

  4. Click the Leads subtab.

  5. Edit the Fuse Lead Overview table.

These Assessments subtab isn't configurable.

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