For your convenience, the ClientSuccess package includes several custom fields that you can utilize to create potential subscriptions or for synchronizing between the Opportunity and Subscriptions objects. Complete the following steps to add these fields to your opportunity and/or opportunity product line item page layouts.

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

2. Select “Edit” next to Opportunity Page Layout(s) you would like to add these fields to.

3. The "Fields" section should be selected by default. Locate the following fields, by scrolling horizontally or using the Quick Find search field, and then drag them down into the Opportunity Information section below. A pop-over will appear when you hover over the fields, revealing details and allowing you to confirm that it is the correct field from the ClientSuccess app.

  • Product
  • Start Date
  • End Date
  • Quantity
  • Auto-renew
  • Create potential subscription

4. Then, save the changes to the Opportunity Layout.

5. Now, under “App Setup” in the left sidebar, select “Customize,” then “Opportunities,” then "Opportunity Products," and finally “Page Layouts.”

6. Select “Edit” next to Opportunity Product Page Layout(s) you would like to add these fields to. 

7. The "Fields" section should be selected by default. Locate the following fields, by scrolling horizontally or using the Quick Find search field, and then drag them down into the Opportunity Information section below. A pop-over will appear when you hover over the fields, revealing details and allowing you to confirm that it is the correct field from the ClientSuccess app.

  • Start Date
  • End Date
  • Quantity
  • Auto-renew

8. Next, click "Edit Multi-Line Layout" in the title bar of the editor.

9. On this screen, select the following fields in the Available Field list, click the right-arrow button to move them into the Selected Fields list, and then click "Save."

  • Start Date
  • End Date
  • Quantity
  • Auto renew

10. Then, save the changes to the Opportunity Product Line-item Layout.

11. Now, under “App Setup” in the left sidebar, select “Customize,” then “Products,” and finally “Page Layouts.”

12. Select “Edit” next to Product Page Layout(s) you would like to add these fields to. 

13. The "Fields" section should be selected by default. Locate the following fields, by scrolling horizontally or using the Quick Find search field, and then drag them down into the Product Information section below. A pop-over will appear when you hover over the fields, revealing details and allowing you to confirm that it is the correct field from the ClientSuccess app.

  • Type

14. Then, save the changes to the Product Layout.

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