Edit Splits Layouts

Choose the fields for sales reps to use when managing opportunity splits and opportunity product splits.

Available in: Lightning Experience and Salesforce Classic

Available in: Performance and Developer Editions and Enterprise and Unlimited Editions with the Sales

User Permissions Needed
To edit multiline layouts and page layouts:	Customize Application

In the Object Manager, use the Quick Find box to find Opportunity Split or Opportunity Product Split. Complete these steps for each object.
Click Page Layouts, and then select a layout to edit.
Open the Multi-Line Layout editor.
In the editor, select fields for sales reps to use when managing splits.

Important The multi-line layout for Opportunity Split and Opportunity Product Split doesn’t support rich text fields, multi-select picklists, time, or formula fields. Users can edit those fields on each team member’s splits pages.
In Lightning Experience, considerations for editing inline in a list view also apply to editing splits in the multi-line view.
Save your work.

Product Area