You are here:
Events and Milestones for Financial Services Cloud
With the Events and Milestones component, get an at-a-glance view of your customers’ life events or milestones. Use the details to understand the needs of the individual, household, or business to identify upcoming opportunities and devise timely personalized offers and engagement. The Events and Milestones component shows life events for a person account or contact record and business milestones for an account record.
Note Event Type and Milestone picklist values are in English, but you can translate them using
the Translation Workbench.
Explore and Learn
Watch this video to understand how you can use Events and Milestones in Financial Services Cloud.
If you aren’t able to watch
the video in full screen, open the video in a new tab: 
Events and Milestones for Financial Services Cloud..
- Add the Events and Milestones Component to a Record Page
To make the list of events or milestones available on a record page, add the Person Life Events or Business Milestones related list to the corresponding page layout. Then, add the Events or Business Milestones component to a person account, contact, party relationship group, or business or household account record page. - Work with Events and Milestones
You can create event types and milestone types, activate or deactivate them, and make them unique. You can hide sensitive event types and milestone types, create contextual actions for events and milestones, and expire events or milestones that are no longer valid. You can change the default icons that represent the event types and milestones. Plus, you can choose the details your users see when they hover over an event or milestone.
Did this article solve your issue?
Let us know so we can improve!
