Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Fields to the Public Complaint Page Layout

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Fields to the Public Complaint Page Layout

            Add the fields that are required for complaint intake.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create and edit page layouts: Customize Application
            1. In Setup, go to Object Manager.
            2. In the Quick Find box, search for Public Complaint, and then select Public Complaint.
            3. In the Page Layouts section, click Public Complaint Layout.
            4. From the Public Complaint Layout menu, select Fields.
            5. Drag Product Type, Received Date, Is Complainant Authorized, Source Type, Escalation Cause, Include In Regulatory Report, Cause Type, Cause Subtype, and Compensation Amount to the public complaint details section.
            6. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article