Stay Productive with Financial Services Cloud Lightning Components for Mobile

Boost remote user productivity by including Financial Services Cloud Lightning Components in the Salesforce mobile app.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud is enabled.

Why: Give Salesforce Mobile users access to the features that they need to stay productive away from their desks.

How: You can access Financial Services Cloud Lightning Components in the Salesforce mobile app for iOS and Android.

Financial Summary component in the Salesforce Mobile App

Enable pages for the Phone form factor in Lightning App Builder so those pages appear on mobile devices. Use Lightning App Builder to add components to new or existing page layouts.

The following table describes the Financial Services Cloud components that are now mobile-enabled.

Table 1. Mobile-Enabled Components
Component Description
Action Plan View action plans and task items.
Assets and Liabilities View, edit, and create Assets and Liabilities records for all kinds of accounts.
Bank Account View, edit, and create Bank Account records for all kinds of accounts.
Client Record Detail View Client Record Detail for all kinds of accounts.
Financial Account Role View, edit, and create Financial Account Roles for all kinds of accounts.
Financial Goal View Financial Goals for Household and Person accounts. Edit and create Financial Goals for Household accounts only.
Financial Summary View Financial Summary information for all kinds of accounts.
Insurance Policy View, edit, and create Insurance Policy records for all kinds of accounts.
Investment Account View, edit, and create Investment Accounts for all kinds of accounts.
Related Accounts View Related Accounts for all kinds of accounts. Edit and create Related Accounts for Households and Business Accounts only.
Related Contacts View Related Contacts for Households and Business Accounts only.