---
title: "8x8 Sales Workspace: Configure Salesforce Opportunity Due Date and Notes Fields"
slug: "8x8-sales-workspace-configure-salesforce-opportunity-due-date-and-notes-fields"
updated: 2026-07-30T19:07:01Z
published: 2026-07-30T19:07:01Z
canonical: "help.8x8.com/8x8-sales-workspace-configure-salesforce-opportunity-due-date-and-notes-fields"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 8x8 Sales Workspace: Configure Salesforce Opportunity Due Date and Notes Fields

## Overview

8x8 Sales Workspace provides additional functionality in the 8x8 Work environment, targeted specifically at enhancing the sales workflow of sales users of both 8x8 Work and Salesforce. It does this by importing the 8x8 Work user's assigned Salesforce Opportunity information, and then displaying that Opportunity information in 8x8 Work.

This article will show you how to configure your Salesforce Opportunity object to display two new fields that appear in Sales Workspace: **Due Date**, and **Notes**.

Opportunity fields must exist in Salesforce for them to also be active and changeable in Sales Workspace. ![clipboard_ed766fa2b088d4149935a6e94a9108c98.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1822(1))

## Applies To

- 8x8 Work
- Sales Workspace
- Salesforce
- Opportunities

## Procedure

- [Add Two New Fields to your Opportunity Object](/support/docs/8x8-sales-workspace-configure-salesforce-opportunity-due-date-and-notes-fields#add-two-new-fields-to-your-opportunity-object)
- [Edit Your Opportunity Page Layout](/support/docs/8x8-sales-workspace-configure-salesforce-opportunity-due-date-and-notes-fields#edit-your-opportunity-page-layout)

> [!NOTE]
> **Note:**
> 
> As a Salesforce administrator, if you already know how to add new fields to your Salesforce objects, here is the critical data you'll need to add your two new fields to the **Opportunity** object.Otherwise, all related steps are outlined below in this article.

| **FIELD LABEL** | **FIELD NAME** | **DATA TYPE** |
| --- | --- | --- |
| Next Step Due Date | Next_Step_Due_Date__c | Date |
| Notes | Notes__c | Long Text Area(32768) |

### Add Two New Fields to your Opportunity Object

The steps below are required to unlock functionality for the **Due Date** and **Notes** fields in Sales Workspace, and must be performed by a Salesforce administrator.

1. In **Salesforce**, click the **Setup** gear icon at the top-right of the page.
2. Click **Setup**, which will launch a new browser tab. ![clipboard_e34ca40f6ed359c960b24474fca40a855.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1819(1))
3. In the **Setup** search pane on the left, search for and click on **Object Manager**. ![clipboard_eb789a008500faa0097052d095e4c92c4.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1823(1))
4. In **Object Manager**, scroll down and click on **Opportunity**. ![clipboard_ec32ed66346be187d545054e56c192871.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1831(1))
5. Click on **Fields & Relationships**.
6. Click **New**. ![clipboard_e6a082585676fe3eacb004c177c0043d9.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1827(1))
7. In **New Custom Field** > **Step 1. Choose the field type**:
  1. Click **Date** to select it.
  2. Click **Next**. ![clipboard_e778db4cb84fc82f30fc365898910e6bf.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1829(1))
8. In **Step 2. Enter the details**:
  1. Enter the **Field Label**: *Next Step Due Date*
  2. Click anywhere out of the field, or press your keyboard's Tab key. The **Field Name** field should display the API name: **Next_Step_Due_Date**
  3. Click **Next**. ![clipboard_ebc8f7b57441a8b17e6019f9472e10faf.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1820(1))
9. In **Step 3. Establish field-level security**:
  1. Select the user profiles you want to apply this new field to, or just click the **Visible** box to apply it to all listed user profile types.
  2. Click **Next**. ![clipboard_e9eead7fff12b4b6f22297110eacba493.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1824(1))
10. In **Step 4. Add to page layouts**:
  1. Verify that the listed information is correct, and make any changes suited to your Salesforce org. You should not need to make any change unless you don't want to add the new field to specific listed page layouts.
  2. Click **Save & New** to begin adding the **Notes** field. ![clipboard_e1cdc557ba21d8bb713c6247b9f58f034.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1833(1))
11. In **New Custom Field** > **Step 1. Choose the field type**:
  1. Click **Text Area (Long)** to select it.
  2. Click **Next**. ![clipboard_ed53d2441218889dda9283c9bdf7854f0.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1816(1))
12. In **Step 2. Enter the details**:
  1. Enter the **Field Label**: *Notes*
  2. Click anywhere out of the field, or press your keyboard's Tab key. The **Field Name** field should display the API name: **Notes**
  3. It isn't necessary to change the entries in either the **Length** or **# Visible Lines** fields.
  4. Click **Next**. ![clipboard_ea38d3e74e442919537e77f7905852af7.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1825(1))
13. In **Step 3. Establish field-level security**:
  1. Select the user profiles you want to apply this new field to, or just click the **Visible** box to apply it to all listed user profile types.
  2. Click **Next**. ![clipboard_e819aa566cd013dfd1bffe669e4368c92.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1828(1))
14. In **Step 4. Add to page layouts**:
  1. Verify that the listed information is correct, and make any changes suited to your Salesforce org. You should not need to make any change unless you don't want to add the new field to specific listed page layouts.
  2. Click **Save** to finish adding your two new Opportunity fields. ![clipboard_e90c865c568ca0ccc5fa78c34010f88e7.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1826(1))
15. In **Setup** > **Object Manager** > **Opportunity** > **Fields & Relationships**, scroll down and verify that your new fields appear as in the screenshot below: ![clipboard_e2b4e1dfe0177b4487e3678bd00370aa8.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1817(1))

### Edit Your Opportunity Page Layout

Now you'll likely want to add to or position the new fields in your Opportunity Page Layout so that they're visible to the Salesforce user. Once again in Salesforce > **Setup** > **Object Manager** > **Opportunity**:

1. Click on **Page Layouts** (this is the same area as you found **Fields & Relationships**).
2. Click on the name of the **Opportunity Layout** you are changing (**Opportunity** in this example). ![clipboard_ea6297ae98b1b5006513f0259b9320b9e.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1821(1))
3. In the **Page Layout**, verify that your new fields have been added to the layout from the **Opportunity Layout** > **Fields** section. You may need to drag and drop the field labels into a suitable place, depending on your needs. As an example, we've placed them in the **Opportunity Information** section, near the top of the page.
4. Click **Save** in **Opportunity Layout** at the top. ![clipboard_ea5207746ad2cc95afcbc7333876591cf.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1815(1))
5. Navigate to an Opportunity in Salesforce, and verify that the new **Next Step Due Date** and **Notes** fields are visible to you. ![clipboard_eabbf34a7f8cb0892930645ee190e4f5a.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1818(1))
6. Return to 8x8 Work and disable and then re-enable **Settings** > **Sales Workspace**. ![clipboard_ec7babd32babdaaad4c8545eaa7c927a6.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1832(1))
7. The **Details** > **Future Action** > **Due Date** and **Notes** fields should now be editable.
  - **Due Date** will display a calendar when clicked.
  - **Notes** can now be edited.
  - When you click **Save**, changes to any or all of the three items in this **Details** > **Future Action** location will be saved into the specific Salesforce Opportunity's **Details**. ![clipboard_e61af6b2c5a392c2ee80160ac9e94bc59.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/1830(1))