Access Opportunity Lightning Page

For New Users

Edit Page Layout Assignments

Step 1. Go to Object Manager, enter text Opportunity in the search bar, and click Opportunity.

Step 2. Opportunity Object Manager opens, go to Page Layouts and click Page Layout Assignment.

Step 3. Click Edit Assignment.

Step 4. Press the Ctrl key to multi-select all Record Types by selecting their respective column headers.

Step 5. Select Page Layout To Use as All Fields and click Save.

All Fields Page Layout is assigned to all Record Types and Profiles of the Opportunity object.

Override Buttons

Step 6. In Opportunity Object Manager, go to Buttons, Links, and Actions and scroll down to select New against Edit.

Step 7. Choose No override (use default).

Step 7.1. Choose Lightning component against Lightning Experience Override and select FedCapture:TM_NewButtonRedirection_LDS in its drop-down field.

Step 7.2. Choose Use the Salesforce Classic Override against Mobile Override.

Step 7.3. Click Save.

Step 8. Similarly, perform all the actions as listed under step 7 above and change the page for the Edit button with Lightning component as FedCapture:TM_EditOpportunity_LDS_V2.

Pages are overridden to Lightning Page for both the New and Edit buttons of the Opportunity object.

For Existing Users

Create Standard Page Layout

You need to create a Standard Page Layout with all your fields on it and assign it to all your Record Types and User Profiles. Note that in case you have multiple Page Layouts, then you need to have one Standard Page Layout for each.

For information on how to create a Standard Page Layout, refer to Create Page Layouts article.

Override Buttons

Perform the same steps as shown in the Override Buttons section above.

Edit Opportunity Lightning Page

Note that you will need to perform these steps only if you have been using a Custom Lightning Page as your Org Default.

In case you are using a Managed Package Lightning Page as your Org Default, then you do NOT need to perform the following steps.

Step 1. Open App Launcher.

Step 2. Enter text opportunities in the search bar and click Opportunities in search results.

Step 3. In Opportunities page, click to open an Opportunity record.

Step 4. Click the gear icon and select Edit Page.

Step 5. Lightning App Builder opens, click the cross icon to delete the current Details tab component.

Step 6. Drag & drop TM_FedcapOppDetail_LDS_V2 onto the Details tab and click Save.

Details tab component is changed to a Lightning Page component.