Did you know that the Add or Edit products screen on Opportunity and Quote has a name? If yes then that’s great, but did you also know that it can be customized? Yes, you heard it right! That screen is called as Product Multi-Line Layout and you can customize the columns that display when you click ‘Edit All’ in the Products related list on Opportunity and Quote.
Customize Multi-Line Layout for Opportunity Product
Login to your Salesforce org -> Navigate to ‘Object Manager’ in setup -> Type ‘Opportunity’ in quick find box -> Click ‘Opportunity Product’
![object manager](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_1.png)
Click ‘Page Layouts’
![page layouts](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_2.png)
Click the ‘Opportunity Product Layout’
![opportunity product page layout](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_3.png)
Click ‘Edit Multi-Line Layout’
![edit multi-line layout](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_4.png)
Click a field under ‘Available Fields’ -> Click ‘Add’ to move it to ‘Selected Fields’ -> Click ‘Save’ Note: Product Multi-Line Layout does not support formula fields. If there is a formula field added under ‘Selected Fields’ then it will be skipped and the next field will be shown in the front UI.
![select fields and save](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_5.png)
Click ‘Save’
![save](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_6.png)
Navigate to an Opportunity record -> Click ‘Edit Products’ in Products related list
![click edit all in Products related list on Opportunity](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_7.png)
Voila! ‘List Price’ field that we selected is added in the Product Multi-Line Layout. That was a piece of cake!
![field added](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_8.png)
Customize Multi-Line Layout for Quote Line Item
Navigate to Quote Line Item page layout -> Click ‘Edit Multi-Line Layout’ by following the same steps like earlier. Move the field that you wish to add under ‘Selected Fields’. Click ‘Save’.
![quote line item select fields](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_9.png)
Navigate to Quote Line Item Edit Products page and verify that the field has been added. C’est très bien!
![columns customized in quote line item](https://amazon.asagarwal.com/images/2020_05_27_customize_product_multi_line_layout_10.png)
This way you can customize the Product Multi-Line Layout to show your users key details when adding or editing products to Opportunity and Quote.
References & Useful URLs
- Edit Multi-Line Layouts for Opportunity Products – Help Article (5 mins) – https://help.salesforce.com/articleView?id=layouts_opp_product_multiline.htm
Hi Amit,
Any solution to the question above?
I try to do the same …. and like you, same error: the field is locked!
Thank you in advance!
Cristina
I am looking for a solution like this too! We need either Long Text or Rich Text in the multi-line edit window.
Hi,
Thanks for the information, it is Very helpful!
I have a question about this issue it will be great if you know how to help
I want to add to the Add products/ edit Products a rich text field, but after adding it- the field is locked.
Do you know if this supprort this field? and if not if you have a suggestion how to add multi product to opportunity with an option of using rich text
Thanks very much!
Amit.