---
schema_version: "1"
id: c7966ccf6d9b9a6434a417ae4d2589f94a54a7761149bf6d4b6ba20a4dfb72d9
title: Show Priority Insights and Actions on Client Record Pages
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_insights_and_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_insights_and_actions.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16561e33f60d515cf1ed1019d1e16a6232ddd0e132fccf64132c9dfff4fe50e7
description: Configure the Insights and Actions component to show your advisors portfolio changes, life events, and engagement signals directly on the client record page. Your advisors act on client needs without leaving the record, so they respond before opportunities pass. Customize which insights and actions appear for each advisor and keep your advisors focused on their most important client relationships.
products:
  - Cross Cloud
release: "262"
---
# Show Priority Insights and Actions on Client Record Pages

Configure the Insights and Actions component to show your advisors portfolio changes, life events, and engagement signals directly on the client record page. Your advisors act on client needs without leaving the record, so they respond before opportunities pass. Customize which insights and actions appear for each advisor and keep your advisors focused on their most important client relationships.

**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 the relevant record page for your data model, click **Go to Lightning App Builder**. In the Lightning App Builder, click the **Insights and Actions** component. In the **Select Run My Day Configuration** field, select a configuration, then set the maximum number of insights to show, and then activate the page.

#### See Also

- [Set up and Configure Insights and Actions](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_details_insights_actions_setup.htm&language=en_US)