How to Add Assessment Subtab to Opportunity UI

You can view assessments associated with your opportunities through the Edit Opportunity: Assessment subtab. The Assessment subtab is hidden by default but you can make it available to your users through Application Composer.

Here's how to add the Assessment subtab to the Edit Opportunity page.

1. Sign in as a sales administrator or as a setup user.

2. Activate a sandbox.

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

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 Assessments from the Available Subtabs to the Selected Subtabs window.

10. Click OK.

11. Click Save and Close.

12. Click Done and ensure that the layout status for your user-defined layout is Active.

13. Test the changes: Navigate to Sales > Opportunities as a user with access to the opportunity pages, for example, as a salesperson. Edit an opportunity and ensure you can see the Assessment subtab in the Edit Opportunity page.

14. Publish the sandbox.

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