Скачать или смотреть 23. Financial Service Cloud: Configure Contextual Actions for Events and Milestones

In this video, you will learn how to configure Contextual Actions for Events and Milestones in Salesforce Financial Services Cloud (FSC), enabling advisors to take quick and meaningful actions directly from client life events or business milestones. When a user hovers over an event or milestone on an Account record, an expanded lookup card appears showing key details from the compact layout. From this hover view, advisors can instantly create related records such as Opportunities, Leads & Referrals, Cases, or even Action Plans, all automatically associated with the selected event or milestone.

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