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            Set Up Action and Recommendations List

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            3. Financial Services Cloud Admin Guide

            Set Up Action and Recommendations List

            Create a list of flows to display to loan officers in the Actions and Recommendations list on residential loan application record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Recommendations, and select Actions & Recommendations.
            2. Click New Deployment and then click Next.
            3. Enter a label and an API name for your deployment, select Flows and quick actions, and click Next.
            4. Under Available Objects, enter Residential Loan Application and select Residential Loan Application.
            5. To add Residential Loan Application to the Selected Objects list, click the right arrow and click Next.
            6. Under All Actions, drag the Lender Loan Information - Flow or your customized lender loan flow into the Top Pinned Actions & Recommendations box and click Next.
            7. Under All Actions, drag the Borrower Information - Flow or your customized borrower flow into the Top Pinned Actions & Recommendations box.
            8. Under All Actions, drag the Assets and Liabilities - Flow or your customized assets and liabilities flow into the Top Pinned Actions & Recommendations box.
            9. On the Select actions to add page, click the checkbox to the left of Action Label to deselect all actions.
            10. Under Action Label, select Assets and Liabilities, Borrower Information, Lender Loan Information and other actions that you want available from a Residential Loan Application record.
              Note
              Note If you have created customized versions of the mortgage flows, select those flows instead of the standard flows.
            11. Click Save and then click Go to Lightning App Builder.
            12. On the Lightning App Builder page, click New.
            13. Select Record Page, and click Next.
            14. Enter Residential Loan Application Record Page for label, set Object to Residential Loan Application, and click Next.
            15. Click CLONE SALESFORCE DEFAULT PAGE and then click Done.
            16. Drag the Actions & Recommendations component into the right column.
            17. In the Actions & Recommendations properties pane, set Actions & Recommendations Deployment to the deployment you created.
            18. Click Save and then click Activate.
            19. On the Activation page, click Assign as Org Default, and then click Save.

            After you’ve set up your Action and Recommendations List, set up Document Types for Document Checklist Items.

            See Also

             
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