Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            View Account Interactions and Key Contacts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            View Account Interactions and Key Contacts

            See at a glance the key contacts for an account, past account interactions, and details such as the users who have interacted with each contact and the total number of interactions.

            Required Editions

            Ensure that the Account Interactions Lightning component is added to the account record page.

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To view account interactions and key contacts:

            Financial Services Cloud Extension OR FSC Sales
            1. On the account record page, on the Account Interactions component, select a contact.
            2. On the Interactions tab, view details about interactions with that contact, such as when the interactions occurred and how many attendees were involved.
            3. To view details about the users interacting with that contact, click the Interacting Users tab.
             
            Loading
            Salesforce Help | Article