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!
Follow the cool prompts. They make it so easy, a … well, you know what I mean.
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.
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.
Here’s the link to enable the feature. Of course, you may wish to watch a video as well!
And here it is!
It’s interesting that if you have this enabled, certain user interface settings (yes, at Setup | Customize | User Interface) cannot be changed:
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!