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:
-
Activate a sandbox.
-
Navigate to the Application Composer.
-
Expand the Opportunity object tree.
-
In the Opportunity tree, click the Pages link.
-
Ensure that the Application Pages tab is active.
-
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.
-
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. -
Save your changes.
-
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 |
|
Create Opportunity Page |
|
Edit Opportunity Page, Summary region |
|
Edit Opportunity Page, Products table |
Optionally, first add user-defined fields to the Opportunity Revenue object.
|
Edit Opportunity Page, Contacts subtab |
Optionally, first add user-defined fields to the Opportunity Contact object.
|
Edit Opportunity Page, Team subtab, Team view |
Optionally, first add user-defined fields to the Opportunity Team Member object.
|
Edit Opportunity Page, Team subtab, Territories view |
Optionally, first add user-defined fields to the Sales Territory object.
|
Edit Opportunity Page, Partners subtab |
Optionally, first add user-defined fields to the Opportunity Partner object.
|
Edit Opportunity Page, Deal Registrations subtab |
Optionally, first add user-defined fields to the Opportunity Deal object.
|
Edit Opportunity Page, Activities subtab |
You must use the Activity object in Application Composer to extend this subtab.
|
Edit Opportunity Page, Notes subtab |
You must use the Notes object in Application Composer to extend this subtab.
The Notes list page isn't extensible. |
Edit Opportunity Page, Leads subtab |
Optionally, first add user-defined fields to the Sales Lead object.
|
These Assessments subtab isn't configurable.