When a lead gets converted into an opportunity, the underlying records for Lead Line
Item and Lead Preferred Seller also get converted. Add the Products and Preferred Sellers related
lists to the Opportunity record page layout to display the information to your users.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To customize page layouts: |
Customize Application |
-
From Setup, go to Object Manager.
-
Search for and select Opportunity.
-
Click Page Layouts, and select a page layout.
-
Drag and drop the Products, Preferred
Sellers, and Service Appointments related lists from the
palette to the Opportunity Related Lists section on the page.
-
Drag the Schedule Test Drive button from the palette onto the
Standard Buttons section of the page.
-
Remove the Schedule Appointment quick action from the page.Drag the
Related Lists component onto the right sidebar area on the page. Or,
add a Related tab in the main region, and add the Related
Lists component to that tab.
-
Save your changes.
-
Open an Opportunity record, and click Edit Page.
-
Drag and drop the Related Lists component to the right sidebar area
of the page. Or, add a Related tab in the main region, and add the
Related Lists component to that tab.
-
Drag the Interest Tags component to an area of the page, preferably
to the right sidebar.
-
Select the following.
- Enter a title.
- To let users search for interest tags, select Show
Search.
- Enter the maximum number of tag categories to display in the component. Users can
expand the list to see more.
- Enter the maximum number of interest tags to display in the component. Users can expand
the list to see more.
-
Save your changes.
-
To apply the changes, click Activation.
Important This quick action automatically gets added to the page layout when you enable Salesforce Scheduler but launching this action would allow you to only use the default flow for appointment scheduling. To use the predefined test drive appointment flow unique to Automotive Cloud, remove this action and add the Schedule Test Drive button to the page.
Tip It’s easier for sales personnel and dealer reps to view information when you add the related lists to the right sidebar, because the related lists appear as cards showing key details of records.