Add the Events and Milestones component to the Account, Contact, or Vehicle record page
layouts to surface information about key moments in the lifecycle of these records. You can hide
life event and milestone types that you don’t want the dealer executives or sales executives to
see. For example, if you add the Events and Milestones component to the Vehicle record page layout
that you customized for a Dealer Sales Executive, you can hide milestone types related to repair
and maintenance, such as General Service, Car Damage, or Body Repair.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To customize Person Life Events, Business Milestones, and Asset Milestones: |
Customize Application |
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On an Account, Contact, or Vehicle record page, from Setup, select Edit
Page.
The component is already added to a Financial Account record page in the Finance Console
for Automotive.
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Drag the Events and Milestones component to a section on the page.
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Select the Events and Milestones component by clicking the component.
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In the Properties pane, depending on the record page that you are on—person account,
business account, contact, or vehicle—click Select under Hide
Event Types or Hide Milestone Types.
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Select the event types or milestone types that you want to hide, and then click
OK.
When you hide an event or milestone type, the type doesn’t appear on the component until
you add an event or milestone of that type.
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Save your changes, and then activate the page layout.
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Assign the component as org default, and then click Next.
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Review the assignments, and then save your changes.
