Edit Multi-Line Layouts for Sales Agreement Products

When an account manager adds a product to a sales agreement from a price book, they specify the quantities and prices for the product in the Edit Selected Sales Agreement Products window. In this window, each sales agreement metric is shown as a column. Salesforce admins can add, remove, and reposition the columns that are shown on the Edit Selected Sales Agreement Products window by customizing the multi-line layout of the Sales Agreement Product object. Admins can also add custom metrics to the multi-line layout.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To edit multi-line layouts for sales agreement products:	Customize Application

Note While some fields are added to the Sales Agreement Product multi-line layout by default, you may need to add other fields based on the implementation of Sales Agreements in your org. If you use an older implementation of Sales Agreements and want use decimal-supporting metrics in sales agreements, you must add the decimal-supporting metrics to the Sales Agreement Product multi-line layout.

Ensure that you add the Product, List Price, and Sales Price fields to the Sales Agreement Product multi-line layout. To help key account managers specify display names for products that appear in the sales agreement table, add the Display Name field to the multi-line layout. To help key account managers specify initial planned quantities with decimal values, add the required fields to the multi-line layout.

To add custom metrics to the multi-line layout, ensure that you've created custom metrics for sales agreements. See Create Custom Metrics for Sales Agreements.

1. From the object management settings for Sales Agreement Product object, go to Page Layouts.
2. Next to the name of a sales agreement product page layout, click Edit.
3. Click Edit Multi-Line Layout.
4. To add fields to the multi-line layout, move fields from the Available Fields list to the Selected Fields list.
   
5. Reposition the fields in the Selected Fields list as necessary.
6. Save your changes.