Personalize the Transaction Management Experience

Deliver an intuitive sales and partner experience by customizing Transaction Management visual elements and actions.

Understanding these customization options helps you align the user interface with specific business workflows before you begin configuration tasks. Customize the Transaction Line Editor to show relevant data fields and action buttons based on the needs of your sales operations teams.

• Customize Transaction Summary
  The Transaction Summary component shows a snapshot of key financial details from quote and order records. It provides a scannable overview of pricing, discounts, and total amounts to help users verify transaction accuracy before processing.
• Configure Action Buttons in Transaction Line Editor
  To provide an intuitive experience for sales reps, define the placement and sequence of action buttons in the Transaction Line Editor or Sales Transaction Line Editor. Customize which actions appear as standalone buttons, grouped buttons, or menu items within a dropdown list.
• Required Fields and Related Lists for Transaction Management
  Configure your page layouts by adding the fields and related lists necessary for your users to manage revenue transactions effectively. These additions make sure that sales reps can access critical quotes and order data directly from the records they use most.