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Configure Quote Fields and Mobile Layout

Configure Quote Fields and Mobile Layout

Give field reps access to only the fields they require, including the fields that appear as the quote header and line items on iPads.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure quote fields for mobile: Life Sciences Commercial Admin
  1. Configure a quote record page to include the fields that appear as header and as quote line items.
  2. From Admin Console, select Order Management.
  3. Select Quote Settings.
  4. Select the record type you configured for field reps.
  5. Save your changes.
 
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