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Step 11 of 18

Configure Opportunity Page Layout - Lightning

If you are not installing to Lightning, please go to Step 13 to install to Classic

To configure the Opportunity page layout, go to Opportunities here and open any Opportunity Record
 * Make sure you view 'All Records' so that an Opportunity Record will be displayed

  • From an open Opportunity Record, go to the Gear Icon in the top right
  • Select Edit Page
  • In the page layout workspace area, click on any existing Tab (e.g. Activity, Chatter, Details...)
  • On the right panel, click Add Tab (A new item named ‘Detail’ will appear at the bottom of the tab list)
  • Select the new Detail tab
  • From the tab name menu, select Custom
  • Enter Relationship Map in the Custom Tab Label field
  • Click Done to add the new Relationship Map tab
  • Click on the new 'Relationship Map' tab in the page layout work space area, this will reveal the empty component space
  • Drag ClosePlan: Opp. Relationship from the left panel under the section Custom - Managed to the to the empty component space
  • On the left panel menu find ClosePlan: Opportunity Overview
  • Drag it into the layout to the top of the narrow column on the right, or to a place of your choosing
  • Click Save in the top right corner to save the changes to the page layout
  • You may also be prompted to activate the page
Click on the Activate button
Click Assign as Org Default
Click Save
  • Click the white arrow on the blue field in the top left corner to complete this step
  • Continue to Step 12