Search Interaction Summaries
Add the Interaction Summaries component to the account page so that bankers and financial advisors can search for interaction summaries. They can search for a record based on the interaction summary title, meeting notes, next steps, or any custom text fields. The search engine uses the Salesforce Object Search Language (SOSL) to retrieve the search results.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To search interaction summaries: | Financial Services Cloud Extension OR FSC Sales |
The Interaction Summaries component helps bankers and financial advisors to quickly find and review past interaction summaries. The component supports the use of the wildcard character asterisk (*) in a search query, such as Joe Sm*. The component also supports infinite scroll to load interaction summaries.
The search engine looks for matches to the search term across a maximum of 2,000 records. If you’re searching from more than 2,000 records, we recommend that you use the filters in the Interaction Summary component for more selective search results.
- To access interaction summary records, click the Show More link at the bottom of the component.
-
Preview interaction attendees and open activities.
-
To preview interaction attendees for an interaction summary, click the interaction
attendees icon (
).
-
To preview open activities related to an interaction summary, click the open
activities icon (
).
Note The previews display only 30 records. To view all records, click View All.
-
To preview interaction attendees for an interaction summary, click the interaction
attendees icon (
-
On the Interaction Summaries component, click the sort icon (
).`
You can sort interaction summary records based on the creation date, the interaction start date and time, or the last modified date. - Select a sort option.
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Choose how to populate interaction summaries.
You can also choose how to populate the interaction summary records—on the Interaction Summaries component—by selecting the lookup field that the component uses to populate records.
- On the record page, click the Setup icon.
- Select Edit Page.
- Click anywhere on the Interaction Summaries component to select it.
-
In the properties pane, select a value from the Lookup Field dropdown menu.
The values in the dropdown menu depend on the record page that you’re editing.Note For the Home page layout, the component always shows a list of interaction summaries that a user can access. You can’t override this behavior for the Home page.
-
Show or hide the New button to create interaction summaries.
By default, the component shows a New button that your users can click to create interaction summaries from the component itself. You can configure the component to hide the New button.
- On the record page, click the Setup icon.
- Select Edit Page.
- Click anywhere on the Interaction Summaries component to select it.
- In the properties pane, select Hide New button.
