Customizing Opportunity Stage History Related List | Salesforce ADX-201 Exam Guide

Opportunity Stage History Related List Customization

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Question

You can customize the Opportunity Stage History related list on an Opportunity Page Layout.

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A. B.

B.

The correct answer is A. True, you can customize the Opportunity Stage History related list on an Opportunity Page Layout in Salesforce Lightning Experience.

In Salesforce Lightning Experience, you can customize page layouts to control the layout and organization of fields, related lists, and custom links on record detail pages. The Opportunity Stage History related list displays a history of changes to the Stage field on the Opportunity record.

To customize the Opportunity Stage History related list on an Opportunity Page Layout, follow these steps:

  1. Go to the Object Manager and select the Opportunity object.
  2. Click on Page Layouts in the left-hand sidebar.
  3. Choose the Page Layout that you want to customize.
  4. In the palette on the right-hand side, locate the Opportunity Stage History related list.
  5. Click the wrench icon on the related list to open the properties menu.
  6. In the properties menu, you can customize the related list label, choose which fields to display, and set up filters to control which records appear in the related list.

Once you have made your customizations, be sure to save your changes to the Page Layout.

In summary, you can customize the Opportunity Stage History related list on an Opportunity Page Layout in Salesforce Lightning Experience by using the Page Layout Editor and accessing the related list properties menu.