Slaesforce FAQ

how to change opportunity page layout in salesforce

by Mrs. Heath Kris I Published 3 years ago Updated 2 years ago
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To manage the fields and field order for this screen:

  • Navigate to Setup | Object Manager.
  • Open the Opportunity Product | Click Page Layouts.
  • Click on the name of the Page Layout.
  • Select and order fields.
  • Save.

VIEW and EDIT OPPORTUNITY PRODUCTS (Lightning Experience)
  1. Navigate to Setup | Object Manager.
  2. Opportunity Product | Page Layouts.
  3. Click the page layout of your choice.
  4. Edit the page layout of your choice.
  5. Make changes as with any other object page layout.
  6. Click Save.

Full Answer

How do I change the page layout for my opportunity products?

Here is an overview of Opportunity Products page layout options. Opportunity Products show up as a related list on Opportunity (unless optionally removed). Double-click the ' Products ' related list and set your fields and order Click ' Save ' on both the pop-up window and the Page Layout edit window

How do I edit the multi-line layout of an opportunity?

Click on the ' Edit Multi-Line Layout ' button ( Note: this button does not show up in Edit mode) When clicking open or edit on any Opportunity Product on an Opportunity record, the full-screen layout is determined by the Opportunity Products page layout:

How to create a multi-page page for opportunity contact role?

Setup-->Object Manager-->Opportunity Contact Role-->Page layout-->Edit the layout and click on Multi layout editor hyperlink-->add necessary fields and save. Above changes will be only applicable to Lightning interface and it will not be available in Classic.

How do I change the page layout of my Lightning Experience?

VIEW and EDIT OPPORTUNITY PRODUCTS (Lightning Experience) Click the page layout of your choice. Edit the page layout of your choice. Click Save. Was this information helpful?

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How do I change page layout in Salesforce?

Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•

How do I change page layout in lightning?

The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.

How do I view different page layouts in Salesforce?

Another handy tip to access layouts is : open any record for the object you will notice "Edit Layout" link over top right side. This will allwo you to edit the current layout assigned to logged in user's profile, once you are on edit layout page you can access diffrent layout using drop down at top left side of UI.

How do I view page layout in Salesforce?

How to access Page Layouts in Salesforce? Navigate to >> setup >> Object Manager >> select the object >> Page layout.

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