Loading
Prepare for Email to Become the Default Login ExperienceRead More
Add the Record Stage Overview Lightning Component to Record Pages

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Admin Guide

Add the Record Stage Overview Lightning Component to Record Pages

Give your users a comprehensive view of the stages and the steps to be performed in each phase of the loan origination business workflow. 

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To view the Record Stage Overview lightning component in the Lightning App Builder, and to add to the lightning component to the party profile, applicant, and application form record pages:

Customize Application AND View Setup and Configuration

AND

Stage Management Design User

AND

Financial Services Cloud Standard

OR Financial Services Cloud Extension OR

FSC Sales OR FSC Service OR FSC Sales and Service
To access the Record Stage Overview lightning component on the party profile, applicant, and application form record pages:

Stage Management User

AND

Financial Services Cloud Standard

OR Financial Services Cloud Extension OR

FSC Sales OR FSC Service OR FSC Sales and Service

Add the Record Stage Overview component to the party profile, applicant and application form record pages

  1. From the object management settings for Party Profile, go to Lightning Record Pages.
  2. Select Party Profile Record Page.
  3. Click Edit.
  4. In the Components tab, locate the Record Stage Overview component and drag it onto the record page canvas.
  5. Save your changes, and then activate the page, if necessary.
  6. Similarly, add the Record Stage Overview component to the applicant and application form record page layouts.
    The Record Stage Overview component shows a kanban view of the stages and the steps to be performed in each stage of the loan origination business workflow.
 
Loading
Salesforce Help | Article