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            Configure Related Lists for Applicant, Contact, and Party Profile Objects

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            3. Financial Services Cloud Admin Guide

            Configure Related Lists for Applicant, Contact, and Party Profile Objects

            Modify the record detail pages for Applicant, Contact, and Party Profile objects so that your users have quick access to the information they require to onboard a business client.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud enabled
            1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
            2. In the Quick Find box, enter Applicant, and then select Applicant.
            3. Click Page Layouts, and then select Applicant Layout.
            4. On the palette, select Related Lists.
            5. Drag the applicable related lists from the object palette to the Related Lists container.
              • Applicants
              • Applicant-Applicant Relations (Applicant)
              • Applicant-Applicant Relations (Related Applicant)
            6. Save your changes.
            7. Similarly, configure related lists for the relevant page layouts for the Contact and Party Profile objects.
              Object Related List
              Applicant
              • Applicants
              • Applicant-Applicant Relations (Applicant)
              • Applicant-Applicant Relations (Related Applicant)
              Contact
              • Applicants (Business Entity Primary Contact)
              Party Profile
              • Party Business Region
             
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