Opportunities

This section is for working through buttons, related lists and Lightning Pages for the Opportunity object.

• Page Layouts
• Lightning Page

• Click Setup, Object Manager, Opportunities
• Select Page Layouts, Select Opportunity Layout (either the one labeled with FDNP or a custom version), Click Related Lists in the pallet
  • Add or remove related lists as needed, but include:
    • Fund Allocations
    • Payments
    • Contact Roles
    • Other lists are optional
  • Click Save
• Click Page Layout Assignment to ensure users see the correct layouts

• Select the Custom Lightning Opportunity Record Page (either the one labeled with FDNP or a custom version) for Opportunity record.
  • Click Edit
    • It's optional to setup a customized Highlights Panel for the Opportunity object. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
    • Click Fields in left panel
      • Grab Dynamic Highlights Panel from panel and drag above the existing Highlights Panel
        • In right panel, Set Primary Field
        • Populate the desired fields in the Dynamic Highlights Panel by dragging them from the left
        • Set number of Visible Action Buttons, Click Add Action to select buttons
          • Add filters to Action buttons as needed
          • Click Save
          • Add Filter to Dynamic Highlight Panel if desired
          • Remove the standard Highlight Panel, Save

• It's also optional to upgrade the Record Detail section of the Details tab. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
  • Click Tabs
    • Click Upgrade Now in the right panel, Next
    • Select the Page Layout previously created for Opportunities, Finish
    • Leave the Default Tab as “Details”
    • Individual fields can be filtered as needed
    • Click Save

The Opportunity page should look something like this when finished.