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Malisa Gibbons 9Malisa Gibbons 9 

How to add custom object to opportunity page layout?

How do I add a Custome Object to the Opportunity page Layout?
I need it to be a new section - it will be a form to fill out
Best Answer chosen by Malisa Gibbons 9
jigarshahjigarshah
Malisa,

I believe you are attempting to add a Related List to the Opportunity Page Layout. You will need to the following.
  • One of the requriements is that the respective Custom Object should have a relationship (Master Detail or Lookup) with the standard Opportunity object. You can accomplish this by creating a custom field of type Master Detail or Lookup on your Custom Object where Opportunity is the parent.
  • Next step would be navigate to Setup > Opportunity in Quick Find within Side Panel > Page Layouts > Edit > Related Lists from the top panel > Drag and drop the appropriate related list from the top panel to the page layout > Save.

All Answers

jigarshahjigarshah
Malisa,

I believe you are attempting to add a Related List to the Opportunity Page Layout. You will need to the following.
  • One of the requriements is that the respective Custom Object should have a relationship (Master Detail or Lookup) with the standard Opportunity object. You can accomplish this by creating a custom field of type Master Detail or Lookup on your Custom Object where Opportunity is the parent.
  • Next step would be navigate to Setup > Opportunity in Quick Find within Side Panel > Page Layouts > Edit > Related Lists from the top panel > Drag and drop the appropriate related list from the top panel to the page layout > Save.
This was selected as the best answer
jigarshahjigarshah
Malisa,

Were you able to resolve the issue?
Malisa Gibbons 9Malisa Gibbons 9
I am still working on it - Will try to get back to you today.  Thank you!
Rajesh3699Rajesh3699
Hi Malisa,

Since you mentioned in the question as" It will be a form to fill out" I believe its in the detail page of the opportunity, if so create a visualforce page in the edit mode with Opportunity as the STD controller and an extension. Embed this visualforce page in the opportunity detail page.

Hope this helps...!!!!
Thanks 
Rajesh.
https://in.linkedin.com/in/rajesh-adiga-p-b3611ba7