Customize the Account record page with the Asset Allocation component so that your
wealth advisors can get a holistic view of their client's assets.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and
Unlimited Editions
|
| User Permissions Needed |
| To add the Asset Allocation component to a record page: |
Financial Account Management Standard Objects
setting
|
A Financial Asset Portfolio Target Allocation record stores an asset of an account, in one
asset class, and optionally, an asset subclass.
The Asset Allocation component can show up to 100 Financial Asset Portfolio Target Allocation
records per account. Add the Asset Allocation component to a wide section of the record page for
optimal viewing.
- Edit an Account record page.
- Add the Asset Allocation component.
- Save and activate the page.
