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Configure the Order Overview Page

Configure an order overview page in the Salesforce console app by using the Order object record. This read-only page provides a complete snapshot of order details, such as product information, pricing, and promotions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
  1. From the App Launcher, search for and open the Salesforce console app that you want to add the order overview page to.
  2. From the Orders list, open an order.
  3. From the Setup menu, select Edit Page.
  4. Click the Tabs section where you want the order overview page to appear.
  5. To create a duplicate of an existing tab, in the right pane, click Add Tab.
  6. Click the tab name, and from the Tab Label dropdown, select Custom.
  7. In Custom Label, enter a tab name, and click Done.
    For example, enter a custom label such as Overview.
  8. Click the new tab to open its console.
  9. Search and drag these components to the new tab’s console from the left pane.
    • cpqCartOrderOverviewHeader
    • cpqCartOrderOverview
    • cpqCartFooterWrapper
    Note
    Note We recommend that you arrange the components in the order listed.
  10. Save the changes.
  11. Click Activation: Order Record Page.
  12. On the App, Record Type, and Profiles tab, click Assign to Apps, Record Types and Profiles. Select the Lightning app, form factor, record type, and profile for the new page.
    1. Select the Lightning app where you want the new page to appear, and click Next.
    2. Select the form factor applicable for the page, desktop or phone, or both, and click Next.
    3. Select the record types that you want to show on the Order Record page, and click Next.
    4. Select the profiles that you want to show on the Order Record page, and click Next.
  13. Save the changes.
    When you open an order, you can see the new page.