Find Interaction Summaries Faster with Improved Search
Bankers and financial advisors can quickly find and review past
interaction summaries to be better prepared for their next meeting. They can search a record
based on the interaction summary title, meeting notes, next steps, or any custom text
fields.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions where Financial Services Cloud is enabled.
How: Add the Interaction Summaries component to the account page so bankers and financial advisors can search for interaction summaries. And now they can use the wildcard character asterisk (*) in a search query, such as Joe Sm*. The component also supports infinite scroll to load interaction summaries.