If you work with Salesforce Revenue Cloud, you may need to customize quote screens to show the most important details. The good news? You can edit the transaction line editor and side panel to match your business needs.
In this guide, we’ll explain how to change the fields in quotes, orders, and accounts to make your workflow smoother.
When you open a quote, you’ll see quote lines—these are the products or services included in the deal. By default, Salesforce shows some fields, but you might want to change what’s visible.
Instead of using field sets (like in CPQ), you will:
1️⃣ Click “Edit Page” to open the Lightning App Builder
2️⃣ Find the Transaction Line Editor (a special component in Revenue Cloud)
3️⃣ Choose which fields to display by moving them into the “Selected” list
4️⃣ Reorder the fields to match your needs
“Instead of looking for field sets, you’ll use the Lightning App Builder to control which fields show up.” – Jared Christensen, SOLVD Consultant
When you click on a product name, a side panel pops up showing extra details. You can:
✅ Choose which fields show in this summary view
✅ Turn off the side panel if you prefer to open the full quote line record instead
If you want to disable the side panel, simply:
1️⃣ Uncheck the side panel box in the settings
2️⃣ Click Save
3️⃣ Refresh the page
“If you don’t want the side panel, you can disable it and go straight to the quote line item instead.” – Jared Christensen, SOLVD Consultant
At the bottom of the quote page, you’ll find a summary section. You can customize:
📌 Footer Fields – The fields that appear at the very bottom
📌 Body Fields – The fields in the main section
You can also decide whether the summary should be expanded by default or collapsed.
“Salesforce gives us flexibility to show the most important fields in the summary section.”
– Jared Christensen, SOLVD Consultant
The same process applies to:
📌 Orders – The transaction line editor lets you customize fields for order records.
📌 Accounts – You can adjust which fields show up for managed assets.
“Customization works the same way on orders and accounts as it does on quotes.” – Jared Christensen, SOLVD Consultant
This means you only need to learn it once, and you can apply the changes across multiple areas in Revenue Cloud.
With just a few clicks, you can control which fields show up in quotes, orders, and accounts—making your workflow more efficient.
If you need help customizing Revenue Cloud for your business, our team at SOLVD is here to assist.
🚀 Want to customize Revenue Cloud the right way?
📞 Book a Free Consultation and let’s get started!
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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