Step 8: Setup "Boomerangs per Opportunity" View in Account Layout

Setting up "Boomerangs per Opportunity" View in Opportunities view: A Step-by-Step Guide

We're excited to help you set up a "Boomerangs per Opportunity" view on your Salesforce platform. This guide is designed to make your experience seamless and enjoyable.

Step 1: Accessing Your Opportunities

  • Begin on the Salesforce Lightning Home page. Navigate to and click on the "Opportunities" tab.
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Step 2: Selecting an Opportunity

  • In the "Opportunity" section, choose any Opportunity name. This action will lead you to the specific Opportunity details.
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Step 3: Entering Edit Mode

  • Look for the "Setup" button located at the top right corner of your page. Click on "Edit Page" to start personalising your account view.
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Step 4: Finding the Right Component

  • On the left-hand side of the page, you'll find a section titled "Components." Here, search for "Boomerang - Active Contacts in Opportunity".
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Step 5: Saving Your Work

Once you've customised these settings, hit "Save" located at the top right of the page.

A section with name “Active Boomerangs” will appear in Opportunity view as below,

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