Access Interaction Summaries on the Go
Bankers and financial advisors can now take advantage of the support
for Interaction Summaries component on mobile devices to create, update, or search interaction
summaries on the go.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions where Financial Services Cloud is enabled, and all versions of the Salesforce mobile app.
How: Add the Interaction Summaries component to the Home or Account page layout for mobile devices.
