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Add Multi-Site Custom Record Types to Opportunity Records
By default, the Salesforce opportunity record page doesn't display custom multi-site records such as service points and locations. To manage these records and create groups using them, add these records to the opportunity record page using the Lightning App Builder.
Before You Begin
Configure your org for Industries CPQ in LWC. See Deploy Industries CPQ in LWC with Standard OmniStudio or Deploy Industries CPQ in LWC with Managed Package Omnistudio.
- From the Sales App, navigate to Opportunities.
- From the list of opportunities, click an opportunity.
-
To edit the page, click Setup
and then click Edit
Page.
- Click one of the tabs such as Activity or Details.
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Add the Service Points tab and its component to the
opportunity record page:
-
Select the component with the tabs.
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In the Tabs panel, click Add Tab.
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Click the new tab, and from the Tab Label list, select Custom.
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In the Custom Label field, enter a name, such as Service Points, and click Done.
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Click the new tab to select it.
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In the Components panel, search for cpqMultisiteServicePointContainer.
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Drag the cpqMultisiteServicePointContainer into the new tab region.
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Click Save.
-
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Repeat step 5 to add the following multi-site tabs:
Custom Label
Component
Premises
cpqMultisitePremisesContainer
Locations
cpqMultisiteLocationsContainer
Service Accounts
cpqMultisiteServiceAccountContainer
Subscriber Accounts
cpqMultisiteSubscriberAccountContainer
- Click Save.
- Activate the updated page and set it as the default page for desktops and phones:
