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We are trying to simplify opportunity updating while in pipeline meetings. Rather than having to click into each opportunity we'd like a custom page that has the list of opportunities on the left, and objects on the right that display or allow entry of information specific to the opportunity that has been selected, in a similar fashion to how split  task home screen works, but with additional objects on the right. The attached screen shows what we'd like it to look like. Thanks for the help!

2 commenti
  1. 12 lug 2018, 22:43
    That is very close, thanks so much. I have played with it a little, i just wasn't successful getting any sort of interactive components working together. i'll see if i can hunt down that example in the sandbox environment and reverse engineer it.
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