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            Set Up the Multi-Object Record View Component

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            Set Up the Multi-Object Record View Component

            To help users in Life Sciences Cloud for Customer Engagement view fields from multiple objects on a single record page, add the Multi-Object Record View component to record pages.

            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 access and work with Life Sciences Cloud for Customer Engagement multi-object components: Life Sciences Commercial Admin permission set
            To create and save Lightning pages in Lightning App Builder: Customize Application

            When you install the Life Sciences Cloud for Customer Engagement managed package, the default Lightning record pages for these objects include the Multi-Object Record View component:

            • Account
            • Inquiry
            • Provider Visit
            • Visit

            You can add the component to other Lightning record pages for the Account and Inquiry objects and object types.

            1. From Setup, in the Quick Find box, search for and select Lightning App Builder.
            2. Edit a record page, or create one.
            3. Search the list of components for Multi-Object, and then drag the Multi-Object Record View component to the page’s Details tab.
            4. Remove any other detail components from the tab.
            5. Save your changes to the record page, and then activate the page to share it with your users.

            See Also

             
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            Salesforce Help | Article