Custom Deal Guidance Layout
You can use a custom Deal Guidance layout for deals on the Cart page. Custom pages are useful when you want to add custom-built content in layout for deals. To view the custom page, you need to provide the custom page URL in Config System Properties.
Enabling custom deal guidance page
This task involves configuring a custom deal guidance page within the system. The process includes navigating through the setup menu to access system properties, editing the necessary fields, and entering the custom page URL. Once configured, users can preview and activate the custom deal guidance interface for selected quote or proposal line items.
- Go to .
- Click Edit next to System Properties.
- Enter the Deal Guidance custom page URL in the Custom Deal Guidance Page field. For example, enter https://na34.visual.force.com/apex/MyCustomDealGuidancePage for a custom page named MyCustomDealGuidancePage.
For a selected Quote/Proposal Line Item, you can 'Preview' the custom Deal guidance interface and activate the custom page if the preview is satisfactory.
