Last Updated on April 7, 2022 by Rakesh Gupta

Big Idea or Enduring Question:

• How to customize columns in Add Products dialog box? 

We often come across the requirement to add or remove fields from Add Product or multi-line layouts for opportunity products in lightning experience. For example,

• Add Products Left in Stock field on Add Product page.
• Add Corporate Discount field on Product Multi-Line layout.
• Add Corporate Discount field on Quote Line Items Multi-line layout.

Objectives:

After reading this blog, you’ll be able to:

• Add or Remove fields from Add Products page 
• Add or Remove fields from Opportunity Product Multi-Line Layout
• Add or Remove fields from Quote Line Items Multi-Line layout 
• Add or Remove fields from Order Product Multi-Line Layout

Business Use case

Anita Smith is working as a Salesforce Consultant at Gurukul On Cloud (GoC). She has received the following requirement from her Sales director:

1. Add Products left in Stock field on Add Product page
2. Add Corporate Discount field on opportunity product and quote line item multi-line pages 

Guided Practice (We-do): 

Customize the Add Products dialog box so that sales reps can see important product details while adding products to opportunity, quote, or order records in the lighting experience. 

Add or Remove fields from Add Products Page

By default, the Add products page displays the following fields:

• Product Name
• Product Code
• List Price
• Product Description
• Product Family 

Perform the steps below to add the Products Left in Stock field to Add Products page: 

1. First of all, make sure to create a new field with the following details
   1. Object – Price Book Entry
   2. Field Name – Products Left in Stock
   3. Field Type – Number (5, 0) 
   4. Add field permission to necessary profiles.
      
2. The next step is to add the field to the Add Products page layout.
   1. To do this navigate to Setup | Object Manager | Price Book Entry | Search Layouts.
   2. Click Edit next to Default Layout. 
      1. To add the Products Left in Stock field – move it from the Available Fields pan to Selected Field pan.
         
      2. Modify profile search layouts, if you’re using it. 
   3. Once you’re done, click on Save.

To verify the changes, open an opportunity, quote or order, and select Add Products. You will see the updated fields in the Product layout.

Add or Remove fields from Opportunity Product Multi-Line Layout

Perform the steps below to add the Corporate Discount field to the Opportunity Product Multi-Line layout:

1. First of all, make sure to create a new field with the following details
   1. Object – Opportunity Product
   2. Field Name – Corporate Discount
   3. Field Type – Percent (2, 0) 
   4. Add field permission to necessary profiles.
2. The next step is to add the field to the Opportunity Products Multi-Line layout.
   1. To do this navigate to Setup | Object Manager | Opportunity Product | Page Layouts.
   2. Click Edit next to Opportunity Product Layout. 
   3. Click Edit Multi-Line Layout in the editor box.
      
      
   4. To add the Corporate Discount field – move it from the Available Fields pan to Selected Field pan.
3. Once you’re done, click on Save.
4. Save the page layout.

To verify the changes, open an opportunity and select Add Products under the Products related list. On the Opportunity Product Multi-Line Layout, you will see the updated fields. 

Add or Remove fields from Selected Quote Line Items Multi-Line Layout

Perform the steps below to add the Corporate Discount field to the Selected Quote Line Items Multi-Line layout:

1. First of all, make sure to create a new field with the following details
   1. Object – Quote Line Item
   2. Field Name – Corporate Discount
   3. Field Type – Percent (2, 0) 
   4. Add field permission to necessary profiles.
2. The next step is to add the field to the Quote Line Items Multi-Line layout.
   1. To do this navigate to Setup | Object Manager | Quote Line Item | Page Layouts.
   2. Click Edit next to Quote Line Item Layout. 
   3. Click Edit Multi-Line Layout in the editor box.
      
   4. To add the Corporate Discount field – move it from the Available Fields pan to Selected Field pan.
3. Once you’re done, click on Save.
4. Save the page layout.

To verify the changes, open a Quote and select Add Products under the Quote Line Items related list. On the Selected Quote Line Items Multi-Line Layout, you will see the updated fields. 

Points to Remember

1. When adding fields to the Opportunity Product Multi-Line Layout, you’ll first need to ensure that the field is visible on the Opportunity Product Page Layout.
2. When adding fields to the Quote Line Items Multi-Line Layout, you’ll first need to ensure that the field is visible on the Quote Line Item Page Layout.

Formative Assessment:

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