A Salesforce feature that we use in our application is the Product Screen that you open from an opportunity. Without doing any additions, once you have selected a product you will see quantity, price, date and line description. It is useful to be able to add in fields from Accounting Seed.
To do this you must be a system administrator for your Salesforce instance. Once you are logged into Salesforce, you will need to complete the following actions:
- Navigate to App Setup to Opportunities to Opportunity Products to Page Layouts to edit Multi Line Layout.
- Use the arrows to move the desired fields from available to selected
After doing this you will be able to see your Accounting Seed fields in your opportunity product screen!