Deepen Customer Relationships with the Person Life Event Component
Give insurance agents an at-a-glance view of their clients’ life
milestones to help them identify upcoming opportunities and devise timely personalized offers and
engagement.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions that have Financial Services Cloud enabled.
How: Clone an account record page or create one. Then add the Person Life Event component to the page.
