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Add the Appraisal Management Flexcards to Record Pages

Add a Flexcard to help sales reps quickly launch an appraisal from the Lead, Opportunity, Financial Account, Case, and Account pages. Add a Flexcard on the Appraisal record page that helps sales reps add granular details about an appraisal item.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To modify a page layout: Customize Application
  1. Add a flexcard to create appraisal records.
    1. In Setup, go to Object Manager.
    2. In the Quick Find box, enter Lead, and select it.
      You can also set up this flexcard for the Opportunity, Account, Financial Account, and Case record pages.
    3. Click Lightning Record Pages, and then select Lead Record Page.
    4. Click Edit.
    5. Drag the Flexcard component to the record page.
    6. Select AppraisalManagementCreateAppraisalCard as the Flexcard.
    7. Save your changes.
    8. Click Activation.
  2. Add a flexcard to create appraisal item records.
    1. In Setup, go to Object Manager.
    2. In the Quick Find box, enter Appraisal, and select it.
    3. Click Lightning Record Pages, and then select Appraisal Record Page.
    4. Click Edit.
    5. Drag the Flexcard component to the record page.
    6. Select AppraisalManagementCreateItemAndRelatedRecordsCard as the Flexcard.
    7. Save your changes.
    8. Click Activation.