Customizable Lightning Components

Add the CSC Playbook Task Portfolio Calendar to the Account page. For more information about Adding Components to a Lightning Page, see CS Cloud Lightning Components.

1. In Setup | Object Manager, click Account.
2. Click Compact Layouts.
3. Click New and enter a label and name for the layout. For example, enter CSM Account View and CSM_Account_View in the label and name field respectively.
4. Add the following fields to the layout:
   • Type
   • Phone
   • Website
   • Account Owner
   • Account Site
   • Industry
5. Click Save.
6. From the Compact Layouts page, click Compact Layout Assignment and select the layout you just created.

For more information about this component and for a description of these fields, see the Salesforce Help.

In object manager, add the Playbooks related list to the Account page layout. For more information about adding related lists to page layouts, see the Salesforce Help.

Add the CSC Actions: Playbooks component to the Account page. For more information about adding components to a lightning page, see CS Cloud Lightning Components.