Salesforce Docs Portal

Update Opportunity and Account Page Layouts for Document Tracking and Approvals

Add the Document Checklist Items related list to the Opportunity and Account page layouts.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management
  1. From Setup, open Object Manager.
  2. Enter Opportunity, then click Opportunity.
  3. Click Page Layouts and then select the layout that your document checklist items users see.
  4. On the palette, select Related Lists.
  5. Drag Document Checklist Items from the palette to the Related Lists section and click Save. If you’re prompted to overwrite user’s related list customizations, click Yes.
  6. From Setup, open Object Manager.
  7. Click Account.
  8. Click Page Layouts and then select the layout that your document checklist items users see.
  9. On the palette, select Related Lists.
  10. Drag Document Checklist Items from the palette to the Related Lists section and click Save. If you’re prompted to overwrite user’s related list customizations, click Yes.