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Configure the Data 360 Profile Related Records Lightning App
Use the Lightning App Builder to set up the Data 360 Profile Related Records app to show records related to a unified profile.
| User Permissions Needed | |
| To create and save Lightning pages in the Lightning App Builder | Customize Application |
The app is added by default to the profile explorer’s profile detail page. You can also add it to the Contact record home page in a connected Salesforce org.
- Navigate to the Lightning page where you want to configure a Data Cloud Lightning app.
- From the Setup menu on the page, click Edit Page to access the Lightning App Builder.
- Add the Data Cloud Profile Related Records app to the record home page. If it’s already added, click the app to select it.
- Select a data space. If Default is the only data space option, select Default.
- Select a primary data model object (DMO). The profile data is drawn from this object.
- Wait while the unified individual link object is populated.
- Select a related data model object. The app shows records from fields in the object you
select.Only objects directly related to the Unified Individual DMO are available.
- Click Select to open the Select Fields window. Move up to 10 fields from Available to Selected, then click OK. Data from selected fields is shown in the app.
- Select the icon to display on the profile related records app.
- Save and activate the component.
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