---
schema_version: "1"
id: fb8bb16cb2823ed80330d0be3daf6799e971e8f9ddc12b6c70ab45eff65be0a1
title: Do More Using the Events and Milestones Component in Automotive Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_events_milestones_additional_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_events_milestones_additional_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fade4771b9d99cdd40c73b6f78c94780a80eccc206a7dc02fdc3f43847386f2d
description: The Events and Milestones Lightning component helps dealer executives and sales personnel to view key milestones and moments for a financial account, vehicle, account, or contact. Customize the event or milestone records that users create to provide enhanced user experience. Help users to quickly initiate actions, such as logging a call or creating an order directly from a milestone or event. Or, control the type of information that users see when they hover on a milestone or event. You can also mark certain life events and business milestones as unique.
products:
  - Automotive
release: "264"
---
# Do More Using the Events and Milestones Component in Automotive Cloud

The Events and Milestones Lightning component helps dealer executives and sales personnel to view key milestones and moments for a financial account, vehicle, account, or contact. Customize the event or milestone records that users create to provide enhanced user experience. Help users to quickly initiate actions, such as logging a call or creating an order directly from a milestone or event. Or, control the type of information that users see when they hover on a milestone or event. You can also mark certain life events and business milestones as unique.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d76171e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76171e63 ">To customize Person Life Events, Business Milestones, and Asset Milestones:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76171e63 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

1. To create contextual actions for events and milestones, perform these steps:
    1. From Setup, open Object Manager, and in the Quick Find box, enter Person Life Event, Business Milestone, or Asset Milestone.
    2. Click **Buttons, Links, and Actions**, and then click **New Action**.
    3. In the Action Type list, select the type of action that you want to create, such as Create a Record.
    4. In the Target Object list, select the type of object record the action creates, such as a case or an opportunity.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png)
        
        Note If Action Plans is enabled in your instance, the New Action Plan action is, by default, available for all events and milestones.
    5. Enter a label for the action.
        
        Users see this label as the name of the action.
    6. Save your changes.
    7. Click **Page Layouts**, and then select the appropriate page layout.
    8. On the palette, select **Mobile & Lightning Actions**.
    9. Drag the action onto the Salesforce Mobile and Lightning Experience Actions section.
    10. Save your changes.
2. To choose fields to show on hover, perform these steps:
    1. From Setup, open Object Manager. In the Quick Find box, enter Person Life Event, Business Milestone, or Asset Milestone.
    2. Select **Compact Layouts**.
    3. Clone the System Default layout, or create a compact layout.
    4. Enter a label for the compact layout, and then add the required fields.
    5. To sort the fields in the order that you want to show, click **Up** or **Down**.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_tip.png)
        
        Tip We recommend that you include key fields, such as Name, Type, Date, and Stage so that users can find the most important information at a glance.
    6. Save the layout.
    7. Click **Compact Layout Assignment**, and then click **Edit Assignment**.
    8. From the Primary Compact Layout list, select your compact layout.
    9. Save your changes.
3. To mark once-in-a-lifetime events and milestones as unique, perform these steps:
    1. From Setup, open Object Manager. In the Quick Find box, enter Person Life Event, or Business Milestone.
        
        You can’t mark an asset milestone or a financial account milestone type as unique.
    2. Click **Fields & Relationships**, and then select **Event Type** or **Milestone Type**.
    3. For the picklist value that you want to define as unique, click **Edit**, and then select **Unique**.
    4. Save your changes.