Show Your Advisors the Most Relevant Client Details with the Household Snapshot Component

Give your advisors immediate access to the primary member contact details and key account details directly on the household record page. Free your advisors from switching between records, so they focus on strengthening client relationships rather than searching for information. Customize what your advisors see on Household Snapshot to match their client portfolio.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.

How: From Setup, in the Quick Find box, find and select Agentic Advisor. Go to the Client Detail section. Next to Household Record Page or Household Record Page for Managed Package depending on your data model, click Go to Lightning App Builder. In the Lightning App Builder, click the Household Snapshot component. In the component properties, select the primary member and account fields that you want to show, and then activate the page.