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Insurance
Add the History Tab to Records

Add the History Tab to Records

Add the History tab to records to make it available to users.

  1. On a quote, claim, or policy, click the gear icon, then select Edit Page.
  2. Click the Tabs component, then click Add Tab.
    Illustrates Add Tab option in the Tabs component properties
  3. Click the new tab and enter:

    Tab Label

    Custom

    Custom Label

    History

    Custom Tab Label defined as History
  4. Find the Insurance History component, then drag it to the new History tab.
    Illustrates how to add a component to a tab
 
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Salesforce Help | Article