Navigate to Setup | Customize | Opportunity | Page Layouts Click ' Edit ' on the layout you want to edit 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
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 modify the default layout for a related list?
Modify the default layout for a related list. 1 Go to the tab that contains the related list. 2 Click on "Edit Layout". 3 Scroll down to the related list and click on the wrench icon above the related list.
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 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 move related lists in Salesforce?
Select Layout as 1-Column. Select Visualforce Pages. You will see the name of the Visualforce Page you created before. Drag and drop that VF Page to the section.
How do I add a related list in Salesforce lightning page layout?
Add related lists to page layouts so your users have the information they need at their fingertips.From Setup, open Object Manager, and use Quick Find to select the object to change.Click Page Layouts and Related Lists. Add these related lists to the page layouts. Object. Related List. Account. ... Click Save.
How do I add a related list to page layout?
Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. ... Click Save.
How do I save a related list in page layout in Salesforce?
Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.
What is related list in page layout Salesforce?
Related lists are managed separately and then added to the Page Layout. They provide quick access to information for the related object as well as the ability to add/edit/delete records. For this example, we will add the Related list for Cases to the Account tab.
How do I show hidden new related list on page layout in Salesforce?
0:000:54How to hide related lists in the record details page? - YouTubeYouTubeStart of suggested clipEnd of suggested clipSide if you wanted to hide any one of these related lists click on the three horizontal lines nextMoreSide if you wanted to hide any one of these related lists click on the three horizontal lines next to the related list and select the related list and move it to the unselected.
How do I enable enhanced related list in Salesforce?
Steps to add Enhanced related list in lightning experience:Go To | Record detail page | Click on setup | Edit Page.Drag the related list from the left sidebar in Related tab.Now change the Related List Type to “Enhanced List”.
How do I add a related list in Salesforce single?
Related List - SingleAdd the Related List - Single component to the page and select it.In the property editor, configure properties for the component: Property. Details. Related List. The specific record type to retrieve and display for the page context. Layout Design.
Why are my Salesforce related lists not showing?
To display the Related List in Lightning, the Object's Field Level Security must be set to "Read" for all profiles within the Profile Setup. For instructions, see our "Set Field-Level Security for a Single Field on All Profiles" documentation.
How do I add a related list Quick Link in Salesforce?
To Add Related List Quick Links to the Page Layout:On the right hand of the screen, under Lightning Components, find Related List Quick Links.Click and drag the component to the Page Layout screen. It can be placed in the Side Bar or in the heading.
Where are related lists in Salesforce?
Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.
How do I change the related list label in Salesforce?
SFDC-Rename Related List LabelFrom Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.Click the "Edit" link next to the name of the child object. ( Brainshark Activities in this example)Rename the Singular and Plural labels. ... Remember to "Save" when finished.
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:
