Karanraj No currently you can't create two different pagelayouts for Salesforce1 mobile and desktop. Vote for this Idea https://success.salesforce.com/ideaView?id=08730000000kxyTAAQ
Full Answer
How do I simulate an opportunity hierarchy in Salesforce?
Salesforce does not have standard functionality that simulates an Opportunity Hierarchy. However, depending on the business needs, it's possible to simulate an Opportunity Hierarchy by creating a custom object (Parent Opportunity or Opportunity Bundle) to associate other opportunities with via a Lookup Relationship.
How do I create a parent opportunity in Salesforce?
STEP 1: Create a new custom object named 'Parent Opportunity'. Salesforce Classic : Setup | App Setup | Create |Objects | Click the New Custom Object button. Lightning Experience : Setup | Object Manager | Create | Custom Object.
How do I see the documents and templates embedded in Salesforce?
See the documents and templates embedded in Salesforce objects that you have access to. You can mark as templates only the documents that you have full access to. From Setup, in the Quick Find box, enter Quip, and then select Quip. From the Template Manager, select a Salesforce object, and click See Object Templates.
How do I enable the opportunity layout for quotes?
From Setup, enter Quotes in Quick Find, and then select Quote Settings . Click Enable . On the Page Layout Selection, select Opportunity Layout . Check Append to users’ personal related list customization .
How do I create an opportunity template in Salesforce?
To create a template, choose from Accounts, Contacts, Leads, or Opportunities (or any custom or standard object you have configured for use with HelloSign) on the Salesforce dashboard. Click on the "Use HelloSign" button then select "Create a Template."
Can you link opportunities in Salesforce?
Salesforce allows you to associate Contacts to Opportunities via the Contact Role section. Click into the Opportunity you wish to link the Contact to.
What are Salesforce templates?
An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging.
How do I change opportunities in Salesforce?
How to edit an Opportunity in Salesforce LightningWelcome. ... Click on "Opportunities"Select an Opportunity you wish to edit.Click this icon to show more options.Click on "Edit"Edit the relevant fields.Click on "Save"The Opportunity has been edited successfully!
What is the difference between leads and opportunities in Salesforce?
Quick Takeaways. A Salesforce lead is an unqualified contact, while a Salesforce opportunity is a likely sale. In Salesforce, a lead can be converted into a contact, an account, or an opportunity. To identify an opportunity, look for the lead's product interest, budget, and timeframe.
Can you create an opportunity without a lead?
You cannot have an Opportunity without an Account. Accounst and Opportunites have a Master-Detail relationship, whether they're created via a Lead convert or created manually. That's an SFDC system requirement.
How many types of templates are there in Salesforce?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.
How do I change templates in Salesforce?
Be sure to review Considerations for Changing Your Template before changing your template.Open Experience Workspaces.Click Administration | Settings. ... Click Change Template.Choose the template you want to switch to.When prompted, select Change Template to confirm your changes.
How do I add a template to Salesforce?
Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.
How many opportunity stages can you have in Salesforce?
fiveThe five popular opportunity stages many companies use. How to make the changes in Salesforce.
How do I edit multiple opportunities in Salesforce?
Just click the field you wish to edit and then click the pencil icon. Make changes to multiple fields and then hit Save to test it out.
How do I mass update opportunity owner in Salesforce?
From Setup, in the Quick Find box, enter Mass Transfer Records , then select Mass Transfer Records. Click the link for the type of record to transfer. Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
Enable Quotes
From Setup, enter Quotes in Quick Find, and then select Quote Settings .
Create a Quote and Sync It to an Opportunity
Now create a quote and sync it to the Saito - Ground-mounted Panels opportunity.
Create a Quote and Create PDF
Next, create a second quote, edit the quote line items, and create a PDF of the quote.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.