Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Create a Lightning Record Page for Managed Events

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Life Sciences

Create a Lightning Record Page for Managed Events

Help users capture event-related information in one place by creating the Managed Event Lightning record page. Add tabs for the various Event Management components, such as expenses, logistics, and presentations.

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 add a Lightning record page: Life Sciences Commercial Admin permission set
  1. From the object management settings for Managed Events, select Lightning Record Pages.
  2. To create the Managed Event record page, click New, and make the following changes.
    1. In the Create a new Lightning page window, select Record Page, and then click Next.
    2. Enter a label, such as Managed Event.
    3. For Object, select Managed Event, and click Next.
    4. Select Header and One Region as the page template.
    5. Click Done.
    6. Drag the Highlights Panel to the header region.
    7. Drag the Tabs component to the editable part of the page.
  3. Add a tab for expenses.
    1. In the Properties pane, click Add Tab.
      The standard Details tab is added by default.
    2. Select the standard Details tab.
    3. In Tab Label, select the dropdown next to Details, scroll to the top of the list, and then select Custom.
    4. Enter a custom label, such as Expenses.
    5. In the builder, drag the Expense Management custom component on to the Expenses tab.
  4. Similarly, add a tab for capturing event logistics information, and drag the Related List - Single component on to the tab.
  5. In the Properties pane, make these changes.
    1. The default value for Parent Record is Use This Managed Event. Keep it as is.
    2. In Related List, select Managed Event Resources.
    3. The default value for Related List Type is Default. Keep it as is.
  6. Create a tab for presentations, and drag the Managed Event Presentations custom component onto the tab.
  7. Create a tab for event attendees, and add related lists for each participant type. See the Participant Recruitment Setup section for more information on related list setup for attendees, experts, colleagues, write-ins, and non-profiled participants.
  8. Add the Compliance Statement component on the Managed Event record page.
    1. In the builder, drag the Field Events: Compliance Statements Lightning App Builder component onto an editable part of the page.
    2. In Properties, for Compliance Statement Auto-Save Limit, enter a value, such as 5.

      This setting determines the number of compliance statements that can be automatically saved in bulk.

      Note
      Note If the number of compliance statements for a managed event is more than the auto-save limit, the Accept button appears and you can capture acceptance in bulk. If the number of compliance statements for a managed event is less than the auto-save limit, the Accept button doesn’t appear and you can capture acceptance individually. If the auto-save limit isn’t configured, the Accept button appears by default.
  9. Add the Life Sciences Event Workflow component onto the Managed Event record page.
  10. Save your changes.
  11. Click Activation.
  12. Click Assign as Org Default, and select Desktop and Phone.
  13. Click Next and save your changes.

See Also

 
Loading
Salesforce Help | Article