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            Add the Expressed Interests Component to Account Lightning Pages

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            3. Financial Services Cloud Admin Guide

            Add the Expressed Interests Component to Account Lightning Pages

            Add the Expressed Interests Component to Account page layouts to make it available to users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Update an Account Lightning page.
              1. In Lightning App Builder, select a page layout, such as Banking Individual Page - Two Column.
              2. Select the Referrals tab.
              3. Drag the Referrals Expressed Interest List - Financial Services Cloud component onto the page layout. If you like, you can retitle it.
              4. Select the number of records you want to show.
              5. The default field set displayed is FSC_Referrals_Expressed_Interest.
              6. Save your changes.
            2. Update the Referral Record layout.
              1. From Setup, open Object Manager and click Lead.
              2. Open Page Layouts and click Lead (Referral) Layout.
              3. Click Edit.
              4. In the Quick Find box in the Page Layouts modal, enter Related Account.
              5. Drag the Related Account field set to the Referral Information section.
             
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