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            Add Show List Member Details to a Page

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            Add Show List Member Details to a Page

            Get a quick view of an actionable list member’s basic information with the Show List Member Details component. The Show List Member Details component shows details such as the member’s name, phone number, address details, account type, and annual revenue. The component also shows Action Launcher that lets you quickly launch processes to create a case, lead, or any other record as per your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons
            User Permissions Needed
            To add Show List Member Details to a page: Actionable Segmentation permission set

            Ensure that OmniStudio is installed in the Salesforce org.

            1. Edit an Actionable List record page in Lightning App Builder.
            2. If the Show List Member Details component is missing from the page, perform these steps:
              1. Add the FlexCard component to the page layout.
              2. From FlexCard Name, select Show List Member Details.
            3. To customize the Show List Member Details component, clone the component in OmniStudio and then modify it.
              1. From the App Launcher, search for and select OmniStudio.
              2. In the OmniStudio app, from the navigation bar, select FlexCards.
              3. Search for and select the Show List Member Details flexcard, and open the latest version.
              4. Click Clone, provide the details, and save the changes.
            4. If you clone or create a component, to ensure that the flexcard can fetch the context of the actionable list member to show the relevant information, add the recordid and objectApiName context attributes in the custom LWC properties.
              1. From the App Launcher, search for and select OmniStudio.
              2. In the OmniStudio app, from the navigation bar, select FlexCards.
              3. Select the flexcard that you want to customize, and open the latest version.
              4. Select the component that’s used as the LWC highlights panel, and click the Properties tab.
              5. In the Attributes section, add the recordid and objectApiname attributes along with any other attribute that you want to add.
                Configure Show List Member Details Card
            5. Save your changes, and then activate your page, if needed.
             
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            Salesforce Help | Article