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 the Asset Allocation Component to a Record Page

            You are here:

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

            Add the Asset Allocation Component to a Record Page

            Customize the Account record page with the Asset Allocation component so that your wealth advisors can get a holistic view of their client's assets.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To add the Asset Allocation component to a record page:

            Financial Account Management Standard Objects setting

            A Financial Asset Portfolio Target Allocation record stores an asset of an account, in one asset class, and optionally, an asset subclass.

            The Asset Allocation component can show up to 100 Financial Asset Portfolio Target Allocation records per account. Add the Asset Allocation component to a wide section of the record page for optimal viewing.

            1. Edit an Account record page.
            2. Add the Asset Allocation component.
            3. Save and activate the page.
             
            Loading
            Salesforce Help | Article