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Opportunity Product Screen

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!

 

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