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.
- Navigate to Setup | Object Manager.
- Opportunity Product | Page Layouts.
- Click the page layout of your choice.
- Edit the page layout of your choice.
- Make changes as with any other object page layout.
- Click Save.
How do I change the highlight panel in Salesforce Lightning?
How do I change the highlight panel in Salesforce lightning? Click on the Gear icon and choose Set Up. Then click on the Object Manager. Navigate and select the object you want to edit the highlights panel on. For this example we will be using the Account object.
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?
How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
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 change the layout of Salesforce lightning?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
How do I change the default layout in Salesforce?
Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.
How do I change opportunity fields in Salesforce?
Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'
How do I change the detail page in Salesforce?
Click Page Layouts, then Page Layout Assignment. You can see the list of profiles and the page layout assigned to each one. Click Edit Assignment. Select the Custom: Sales Profile row.
How do I change the Opportunity page layout in Salesforce?
VIEW and EDIT OPPORTUNITY PRODUCTS (Lightning Experience)Navigate to Setup | Object Manager.Opportunity Product | Page Layouts.Click the page layout of your choice.Edit the page layout of your choice.Make changes as with any other object page layout.Click Save.
How do I customize the Home page in Salesforce lightning?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do you change the opportunity path?
Set the PathClick the Home tab within Setup.Enter Path Settings in the Quick Find box, then select Path Settings.Click Enable, then click New Path and fill in these values: ... Click Next.Click the Prospecting tab.Click Add/Update Fields under Fields.More items...
How do I create a new opportunity in Salesforce lightning?
0:083:00How to Create an Opportunity in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the quick and easiest way is to go to the opportunities tab and click the little drop down arrow.MoreSo the quick and easiest way is to go to the opportunities tab and click the little drop down arrow. And then click new opportunity.
What are different types of opportunities?
Many people feel the call to become an entrepreneur, but are not sure what type of business opportunity to pursue....Here is a brief look at different types of business opportunities available.Buy a Franchise. ... Distributorship or Dealership. ... Network Marketing. ... Licensing. ... Filling a Niche.
When you modify page layouts you can?
When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.
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 to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
Assign a Salesforce Page Layout
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.
What about Dynamic Forms?
Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:
Problem Definition
We are struggling to get users to convert to Lightning. They don’t like the way the information is organized in Lightning by default – too much white space and the most important data, i.e., Activities, are not front and center.
Solution
A three-column page layout which has Details on the left, Activities in the middle and Related Lists on the right. This page layout minimizes white space and allocates more space for Activities which are the most important information in the record.
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Why does Maria want to create an Energy Audit page layout?
Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.
Why is it called enhanced?
It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here. The page layout editor has two basic parts: a palette on the upper portion of the screen (1) and the record’s page layout on the lower portion of the screen (2).
What Do Compact Layouts Do?
Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.
Example
Here’s a sample compact layout edit page for the Account object. It shows the name of the layout and a list of fields to display.
Create a Compact Layout
When you create a custom object, it’s automatically assigned to a system default compact layout, which has only one field on it: the object name. Maria wants to call attention to the most important fields on the object when her users view the audit records.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.