Create a Visit Record Page
A visit record page allows your user to access visit related data.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
- From Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
- Click New.
- Select Record Page, and click Next.
- Enter a label, such as Visit Record Page.
- For Object, select Visit and then click Next.
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Select the One Region layout, and click
Done.
Alternatively, you can clone the Consumer Goods Visits Record Page from the CLONE SALESFORCE DEFAULT PAGE tab.
-
Drag the required components onto the page.
You can drag these components.
- Visit Action
- Visit Details
- Visit Overview
- Select Phone from the dropdown list on the top of the page.
-
Click anywhere on a component to select it, and then in the Properties pane, review the
attributes, and change them according to your needs.
- For the Visit Details component, you can change these attributes:
- Show progress ring
- Display previous visits header
- Display previous orders header
- Display store details header
- Display account details header
- For the Visit Overview component, you can select the fields to display in the component. You can select multiple fields, but only the first three fields are displayed.
- For the Visit Details component, you can change these attributes:
- Save your changes.
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