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Sales Basics
Edit Splits Layouts

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
  1. In the Object Manager, use the Quick Find box to find Opportunity Split or Opportunity Product Split. Complete these steps for each object.
  2. Click Page Layouts, and then select a layout to edit.
  3. Open the Multi-Line Layout editor.
    The editor for an opportunity split page layout, with the Edit Multi-Line Layout link in the top panel highlighted
  4. In the editor, select fields for sales reps to use when managing splits.
    Important
    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.

  5. Save your work.
 
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