On Lightning App Builder, from the Components sidebar, drag the Interaction Summaries component onto the page.Īdd Interaction Attendees Component to Interaction Record PageĪttendees are one aspect of client interactions that Rob wishes he could document properly.For the account page, open an account record page and do the same.
On the Home page, click and then click Edit Page. Here’s how Matt adds the Interaction Summaries component to the home and account pages. When he opens a particular account, he only sees the interaction summaries related to that account. So when Rob logs in to the org and opens the Home tab, he sees all the interaction summaries that he has access to across all accounts. The Interaction Summaries component displays interaction summaries in the context of the page it’s added to. So Matt adds the Interaction Summaries component to these pages. Rob tells him that the home and client account pages are the two places that he frequently visits. Matt wants to make sure that Rob has easy access to interaction summaries whenever he logs in to the org. In the Quick Find box, enter interaction summary, and select Interaction Summary Settings.Īdd the Interaction Summaries Component to Home and Account Pages. Here’s how he enables the Interaction Summary setting. Remember that you can’t disable the Interaction Summary setting after it’s enabled. This setting unlocks all the relevant components required to set up the Interaction Summaries feature. The first task at hand for Matt is to enable the Interaction Summary Setting. The Interaction Summaries feature isn’t available in the Trailhead Playground. 
Don’t try to follow these steps in your Trailhead Playground. Read along to learn how your admin would take the steps in a production org. In this module, we assume you’re a Salesforce admin who’s authorized to set up Interaction Summaries.
Enable Compliant Data Sharing for interactions and interaction summaries. Add an Interaction Attendees component to interaction record page. Add an Interaction Summaries component to Home and Account pages. Enable the Interaction Summary setting. After completing this unit, you’ll be able to:
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