You are here:
Enable the Expressed Interests Component
If you haven’t made modifications to the unmanaged extension package, uninstall and reinstall it. No additional setup steps are required to enable the Expressed Interests component. If you have made modifications to unmanaged extension package, follow these setup steps.
- Add the Expressed Interests Component to Account Lightning Pages
Add the Expressed Interests Component to Account page layouts to make it available to users. - Create a Field Set for the Expressed Interests Component
Create the FSC Referrals Expressed Interest field set to use with the Expressed Interest Component. - Enable Edit Access to the Related Account Field on Lead
Financial Services Cloud permission sets provide access to the Related Account field. To give a user profile access to the Expressed Interests component, add edit access to the Related Account field on Lead.
Did this article solve your issue?
Let us know so we can improve!
