Who is this for: Internal IT managing page layouts and Divisions field.


Where will this solution be located: https://login.salesforce.com/ 


When does this solution apply: Whenever someone has a request related to page layouts or divisions.


Description: This solution will briefly go into the capability we have when designing page layouts and what the Divisions field represents in our Salesforce org.


PLEASE NOTE: Be careful whenever adjusting picklist or multi-select picklist values and deactivating old values, as it can have effects on flows or automation elsewhere in the org.


Page layouts in Salesforce live on any kind of object. In this scenario, the request was to add the Divisions field to the Inspired page layout, as it is the only company in our Salesforce org that currently doesn't have or use it in their opportunity screen. 


Below are steps on how you can add it to the page layout.


1) Access setup in Salesforce.


2) Click on Object Manager, search for Opportunity and click on it.


4) Click on the Page Layouts tab and click on Inspired Solutions Opportunity.


5) In the quick find menu on the top, type in Divisions and drag the field into the page layout.

Object: Opportunity

Field Label: Divisions

Data Type: Multi-Select Picklist


This field is a non-required field on the opportunity screen that is to be used when one or multiple divisions within the Keeley Companies are responsible for said opportunity. A request has recently come where this field needs to be added to the Inspired opportunity page layout. This now means this field is on all opportunity page layouts.



You have the option to click on the properties of the field in the page layout and adjust it to be Ready Only or Required. In this case, we are leaving both options unchecked since the request is to simply add the field to the Inspired Solutions page layout.



6) Hit Save on the quick find menu and you're all done. The page will take you back to the list of opportunity page layouts. 


To confirm the change is made, head on over to an Inspired opportunity and verify the field is now on the page layout.




Created By: David Lee

Last Modified By: David Lee

Last Modified Date: 7/13/20