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  5. Adding fields to the Opportunity Product Multi-Line Layout

Adding fields to the Opportunity Product Multi-Line Layout

Follow these steps to add the Product Schedules fields to your Opportunity Product Multi-Line layout.

  1. Navigate to Setup.
  2. Go to the Opportunity Product page layout. From the Object Manager, select Opportunity Product.
  3. From Page Layouts, select Opportunity Product Layout.
  4. Scroll to the top and click the button, Edit Multi-Line Layout.
  5. Add these four fields to the multi-line layout: Schedule Start Date, # Schedules, Schedule Type & Projection Method (we recommend displaying the four fields in that order).
  6. Click Save.

Optionally, if you are using default values for Schedule Type (default = Revenue) and Projection Method (default = Straight Line), you do not need to add the two fields to the Multi-Line Layout.

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