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            Add Interaction Summary Flexcard to Account Plan Objective Record Page

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            Add Interaction Summary Flexcard to Account Plan Objective Record Page

            Enable Relationship Managers to quickly get an overview of their client meetings and to generate a summary by adding the FSCInteractionSummary Flexcard to the account plan objective record page.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have FSC Sales & Service license or the FSC Sales license and Einstein for Sales Add-On enabled
            User Permissions Needed
            To modify pages:

            Customize Application
            1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
            2. In the Quick Find box, enter Account Plan Objective, and then select Account Plan Objective.
            3. Click Lightning Record Pages, and then select Account Plan Objective Record Page.
            4. Click Edit.
            5. In Lightning App Builder, locate the Flexcard component and drag it onto an appropriate spot on your page layout.
            6. Select the Flexcard component that you placed on the page.
            7. In the component properties pane, find and select FSCInteractionSummary in the Flexcard Name field.
            8. Save your changes, and then activate the page, if necessary.
             
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