Yesterday, I enabled the new Opportunity page layout in my Developer Spring ’10 Preview org, and it took a few steps, so I thought I’d share them with you.
Firstly, you’ll need to contact salesforce.com to get this feature enabled.
Then be patient. It takes a minute or two for the update to propagate. Clearly, something was churning in the Force.com platform background!
Now we’ll navigate NOT to the Setup | Customize | User Interface screen (where this should be enabled). Instead, we’ll go to the Opportunity Page Layout screen.
Follow the cool prompts. They make it so easy, a … well, you know what I mean.
Step 1: Enable the Highlights Panel
Opportunity Layout Setup
Step 2: Edit the Page Layout
Choosing Fields to Display
Note: You can only show fields in the Highlights Panel if they are in the page layout. (I have a feeling this has to do with Professional Edition or printable layouts, but I’m just guessing.)
Once you’ve done this for each page layout, click on the big button.
Confirmation - You're (mostly) done!
At this point, each user can enable the bar. I have no idea why the admin can’t just force this on all users – or maybe I missed something – but it seems to be an opt-in feature.
Step 3: Enable User Opt-In
Here’s the link to enable the feature. Of course, you may wish to watch a video as well!
The link to enable this setting
And here it is!
The new layout!
Return to top from the bottom of the page
It’s interesting that if you have this enabled, certain user interface settings (yes, at Setup | Customize | User Interface) cannot be changed:
When this is enabled, you cannot turn off two settings
Here’s my prediction: We will start to see two major mistakes during Salesforce demos:
- We will continue to see the link asking if we want more information on inline editing (after more than a year, it’s time to turn that off, people).
- At the top of the Opportunity detail page, we will see this link.
And I will continue to think less of all demonstrators who make these mistakes.
Happy Spring 2010!
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Jeff says
February 19, 2010 at 14:51How did you get Salesforce to enable this in your Sandbox? My support rep says it is not available, and I even directed her to your posting here.
David Schach says
February 19, 2010 at 15:17It’s not officially ready yet. I got it in a pilot in a prerelease. But it will be ready for the public soon, I hear.
Jeff Davidson says
March 4, 2010 at 13:12David – do you happen to know if this is in the Spring release.
David Schach says
March 4, 2010 at 13:21I’m GUESSING that it will come out with Chatter, as that will be one of the signs that the new UI is fully deployed. As Chatter and the Deal Bar both require that an org has the new UI, they cannot be released until that happens.
So bottom line: I think it will come out when Chatter is GA, or perhaps between two major releases (Spring and Summer 10) as a minor update.
I have ZERO hard facts from salesforce.com — and with Safe Harbor and all that, I wouldn’t make any predictions anyway!
Andy says
June 2, 2011 at 08:02Late to the party, here, but whatever happened to this new Opportunity page layout? I’ve not heard anything about it in the release notes. Did the pilot get quietly finished?
With thanks,
David Schach says
June 2, 2011 at 12:46Andy-
You’re not too late. This was rolled into the Service Console and is shown at the top of page layouts when viewed by Service Console users.
Great question.