This article will walk you through setting up page overrides in the application. Custom pages will need to be setup for the following objects:

  • Opportunity
  • Quote
  • Opportunity Product Line Item
  • Quote Line Item
A How To video is also available here to visually show the process.

NOTE: If you don't want to fully override your New Opportunity button, follow the process outlined here.


Opportunity
  • Overriding the “New” Opportunity Button allows the application to assist in selecting the correct Opportunity Record Type for users.
  • From the Setup page click Customize —> Opportunities —> Buttons, Links and Actions
  • Find the “New” button and click “Edit” in the Action column. 

  • Under “Override with”, select the radio button next to Visualforce Page and use the dropdown to select “NewOpportunity”.
  • Important! Check the box next to “Skip Record Type Selection Page.” 
  • Click “Save” when complete. 


Quote

  • Overriding the “New” Opportunity Button allows the application to speed up creating Quote records for Users.
  • From the Setup page click Customize —> Opportunities —> Buttons, Links and Actions
  • Find the “New” button and click “Edit” in the Action column.
  • Under "Override with", select the radio button next to Visualforce Page and use the dropdown to select “QuoteCreate”.
  • Important! Check the box next to “Skip Record Type Selection Page.” 
  • Click “Save” when complete.


Opportunity Product Line Item

  • Overriding the Opportunity Product Line item for “View”, “Edit” and “Delete” ensures the users accurate data entry since all data entry starts from the Quote Entry page.
  • From the Setup Page, click Customize —> Opportunities —> Opportunity Products —> Buttons, Links and Actions
  • Find the “Edit” button and click “Edit” in the Action column.


  • Under “Override with”, select the radio button next to Visualforce Page and use the dropdown to select “OppLineRedirect”.
  • Click “Save” when complete.
  • Important Repeat these steps for the “Delete” and “View” buttons as well. You will use the same override page (OppLineRedirect).

NOTE: If you have the Transaction Admin or Quote Admin permission set, the override function is turned off and it will direct you to the normal Opportunity Line Item detail page.



Quote Line Item


  • Overriding the Quote Line item for “Edit”, “Edit All” and “Delete” ensures the users accurate data entry since they will be redirected to the application’s Quote Entry page
  • From the Setup Page, click Customize —> Quotes —> Quote Line Items —> Buttons, Links and Actions
  • Find the “Edit” button label and click “Edit” in the Action column.
  • Under “Override with”, select the radio button next to Visualforce Page and use the dropdown to select “QLineRedirect”.
  • Click “Save” when complete.
  • Important! Repeat these steps for the “Delete” and “View” buttons as well.
  • Note: The “Add/Edit Products” custom button is what you’ll need to add to your Quote layouts.