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            Add the Record Stage Overview Lightning Component to Record Pages

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud 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.
             
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            Salesforce Help | Article