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Customize Lightning Pages to View Client Transactions

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Customize Lightning Pages to View Client Transactions

Stay on top of your client’s transaction trends by adding the FSCDataCloudCashFlowByCategory and FSCDataCloudShowIncomeExpenses Flexcards to the person and household account record pages.

Required Editions

Agentforce Financial Services is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To use Data 360 for Agentforce Financial Services:

Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

AND

Data Cloud for Financial Services Cloud Admin User

OR

Data Cloud for Financial Services Cloud User

AND

Data Cloud org: Data Cloud Architect
  1. Add the FSCDataCloudCashFlowByCategory Flexcard to the person and household account record pages.
    1. On the person account record page, go to Lightning App Builder.
    2. Drag the Flexcard component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
    3. In the Properties pane, in Flexcard Name, select the FSCDataCloudCashFlowByCategory Flexcard component.
    4. Save your changes.
    5. If your page is new, activate the page.
    6. Similarly, add the FSCDataCloudCashFlowByCategory Flexcard to the household account record page.
  2. Add the FSCDataCloudShowIncomeExpenses Flexcard to the person and household account record pages.
    1. On the person account record page, go to Lightning App Builder.
    2. Drag the Flexcard component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
    3. In the Properties pane, in Flexcard Name, select the FSCDataCloudShowIncomeExpenses Flexcard component.
    4. Save your changes.
    5. If your page is new, activate the page.
    6. Similarly, add the FSCDataCloudShowIncomeExpenses Flexcard to the household account record page.

See Also

 
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