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Edit Multi-Line Layouts for Opportunity Products

Edit Multi-Line Layouts for Opportunity Products

Customize the columns that display when users add or edit items in the Products related list of an opportunity detail page.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To edit multi-line layouts for opportunity products: Customize Application

In Salesforce Classic, the Multi-Line Layout columns appear when you click Edit All from the Products related list on an opportunity detail page.

In Lightning Experience, the Multi-Line Layout columns appear on the Edit All Products window that appears when you click Edit Products or Add Products | Next from the Products related list on an opportunity record page.

Note
Note Multi-line layout is available only for page layouts on certain objects, such as Opportunity Product, Opportunity Split, Order Product, Contract Line Item, and Sales Agreement Product. If you don’t see the Edit Multi-Line Layout link in the page layout editor on an object layout, then multi-line layout isn’t supported for that object.
  1. From the object management settings for Opportunity Product, go to Page Layouts.
  2. Next to the name of an Opportunity Product page layout, click Edit.
  3. Click Edit Multi-Line Layout.
  4. Move fields between Available Fields and Selected Fields.
    Note
    Note The Product and Quantity fields are required and can’t be removed from the layout.
  5. Click Save.
 
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