For visibility and easy-access to Subscriptions that have been created from Opportunities or ClientSuccess, we recommend adding a Subscriptions related list to your Account and Opportunity Page Layouts.

This is a screenshot of the ClientSuccess related list (or object) in Salesforce:

Account page layout

1. Navigate to the Setup area (there is generally a link to this in the upper-righthand corner). Under “Build” in the left sidebar, select “Customize,” then “Accounts,” and finally “Page Layouts.”

2. If you have multiple page layouts, you’ll see a list here. Select “Edit” and go through the next few steps for each layout you want to add the account view too.

3. Locate "Subscriptions" under the "Related Lists" category and drag it down onto the page under Related Lists.

4. Then, save the changes.

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Opportunity page layout

1. Repeat the steps above, but instead locating and editing the Opportunity page layout .

2. Locate "Subscriptions" under the "Related Lists" category and drag it down onto the page under Related Lists.

3. Then, save the changes.

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