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            Enable and Configure Interaction Summaries

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Enable and Configure Interaction Summaries

            To enable the interaction summaries feature in your Salesforce org, enable the Interaction Summary setting. Add the Interaction Summaries Lightning component to the home or account page. On the account page, the Interaction Summaries component shows all interaction summaries for that account. On the Home page, it shows interaction summaries for all accounts that the banker has access to. Next, add the Interaction Attendees Lightning component to the interaction summary or interaction page.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To enable and configure interaction summaries:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application
            1. Enable the Interaction Summary setting.
              1. From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings.
              2. Enable Interaction Summary.
            2. Add the Interaction Summaries component to the home page or any object record page.
              1. On the home page or the object record page, click the Setup icon, and select Edit Page.
              2. Drag the Interaction Summaries component to the page.
              3. Select a value from the Lookup Field dropdown menu.
                The component uses the Lookup Field value to populate the interaction summary records on the component.
                Note
                Note For Home page, the component ignores the lookup field value and shows all records that a user can access. Before you add the component and configure the Lookup Field, create a lookup from the Interaction Summary object to the required object. The values in the Lookup Field dropdown menu depend on the record page that you’re editing.
              4. Save your changes.
            3. Add the Interaction Attendees component to the interaction summary or interaction page.
              1. On the interaction summary or interaction record page, click the Setup icon, and select Edit Page.
              2. Drag the Interaction Attendees component to the page or to a tab on the page.
              3. Save your changes.
            4. Add the Account Interactions component to the account record page.
              1. From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings.
              2. Enable View Account Interaction as Admin.
                This setting allows you to configure the Account Interactions component and determine whether to show data on the component for everyone with admin privileges.
              3. On the account record page, click the Setup icon, and select Edit Page.
              4. Drag the Account Interactions component to the page or to a tab on the page.
              5. Select View data as an admin.
                By default, users’ access privileges control what data is shown on the component. You can override this default setting so that the component shows everyone the total number of interactions and all interacting users.
                Note
                Note Before you can enable this setting, the View Account Interaction as Admin feature setting must be enabled for Interaction Summaries.
            5. Configure related lists for the Interaction object to show all accounts related to an interaction on the Interaction Related Account related list.
              1. From Setup, open Object Manager.
              2. In the Quick Find box, enter Interaction, and then select Interaction.
              3. Click Page Layouts, and then select Interaction Layout.
              4. On the palette, select Related Lists.
              5. Drag the Interaction Related Account from the object palette to the Related Lists container.
              6. Under Related Lists, double-click the Interaction Related Account related list or click the wrench icon (Wrench icon).
              7. Under Columns, select the fields to include in the related list, and define the order in which the fields display. Select how to sort the records. The default is by record ID.
              8. Click OK. Your changes aren’t saved until you save the page layout.
              9. Save the page layout.
             
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