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すべてのコレクションMakeLeaps for Salesforce Setup3. Salesforce Settings
【MakeLeaps for Salesforce】Add an “Opportunity” screen to MakeLeaps
【MakeLeaps for Salesforce】Add an “Opportunity” screen to MakeLeaps

Salesforce Settings

5年以上前に更新

*This step is not required for users of Force.com.

1. Click on “Settings” in the upper right
2. Click “Page layout” under “Build” or “Application Settings” > “Customize” > “Opportunity”

3. Click on “Edit” next to “Opportunity Layout”

4. In the layout panel, navigate to “VisualForce Pages” and drag & drop “Section” to “Detailed Information” near the bottom. Name the section “MakeLeaps” and click “OK”

5. Select “Visualforce Page” in the layout panel and drag & drop “Opportunity Documents”into the “MakeLeaps” that was created

(Minimum Height: 350px)

6. Click “Save” in the layout panel

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