Salesforce Opportunity record page template
A Salesforce Opportunity record page the way Sales Cloud draws it: a highlights panel, a Sales Path with Guidance for Success, the Details and Activity tabs, and related lists. Click through it below, then read the spec the studio writes for it.
The Opportunity Record — Sales Path template running: Highlights panel, sales path with guidance, details, activity and related lists. Use the link below to open it in its own tab and click through it.
When to start from this template
- Showing a sales team what their Opportunity page will look like before anyone touches the org.
- Agreeing the stages of a Sales Path and the key fields each stage needs.
- Walking a client through a record page in a discovery workshop instead of a slide.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Account Name, Close Date, Amount, Opportunity Owner
- Stage path
- Prospecting → Qualification → Needs Analysis → Proposal / Quote → Negotiation / Review → Closed Won
- Sections
- Opportunity Information (11 fields), System Information (2 fields)
- Actions
- Edit, Delete, Clone, New Task
- Related lists
- Products, Notes & Attachments, Contact Roles, Quotes & Proposals
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 7 scenarios in all; the export has every one.
As an Opportunity user, I want to open an Opportunity record and see 4 key details at a glance, run the Edit, Delete, Clone and New Task actions, move the record along its Stage path and work with its Products, Notes & Attachments and Contact Roles, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing an Opportunity record When the user saves with any of these left empty: - "Opportunity Name" in "Opportunity Information" - "Amount" in "Opportunity Information" - "Close Date" in "Opportunity Information" Then the page shows an error against each empty field And the record is not saved. # Scenario: "Loss Reason" appears when Stage is Closed Lost Given a user is viewing an Opportunity record When Stage is Closed Lost Then "Loss Reason" is shown in "Opportunity Information" When that is not the case Then "Loss Reason" is hidden. # Scenario: Moving Stage from "Proposal / Quote" to "Negotiation / Review" Given the record's "Stage" is "Proposal / Quote" When the user clicks "Mark Stage as Complete" on the path Then "Stage" becomes "Negotiation / Review" And Guidance for Success shows "Redline MSA and DPA terms with General Counsel."
Data dictionary
Every field with the API name it would deploy under. The first 12 of 13; the export has them all.
| Field | API name | Type | Required |
|---|---|---|---|
| Opportunity Name | Name | text | Yes |
| Account Name | AccountId | lookup | No |
| Amount | Amount | currency | Yes |
| Expected Revenue | ExpectedRevenue | formula | No |
| Stage | StageName | picklist | No |
| Loss Reason | Loss_Reason__c | picklist | No |
| Probability (%) | Probability | percent | No |
| Close Date | CloseDate | date | Yes |
| Lead Source | LeadSource | picklist | No |
| Forecast Category | ForecastCategoryName | picklist | No |
| Next Step | NextStep | textarea | No |
| Created By | CreatedById | text | No |
Make this template yours.
Open “Opportunity Record — Sales Path” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. SFProto is invite-only while we test, and free for testers. Already invited? Sign in.
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