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            Add Expense Tab to Visit Page

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            3. Agentforce Life Sciences

            Add Expense Tab to Visit Page

            Enable the Expense tab on visit records so that users can track and update their visit expenses without leaving the page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To edit Lightning pages in the Lightning App Builder: Customize Application
            1. From the App Launcher, find and select Visits tab in the Life Sciences Commercial app.
            2. Select a visit record.
            3. Click Gear Icon, and then select Edit Page.
            4. Add a new tab to the page.
            5. Add the Expense List View component to the newly created tab.
              1. From the Custom list, select the Expense List View component.
              2. Drag and drop it onto the new tab.
            6. Save your changes.
            7. Generate the metadata cache.
             
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            Salesforce Help | Article