Cloud Kicks has a requirement to make the recommendation component visible on a Sales Rep’s desktop. Build out a custom Lightning account page.
- Create a new Lightning page:
- Page type: Record Page
- Label: Account Page
- Object: Account
- Template: Clone Salesforce Default Page > Account Grouped View Default
- Add the Recommendations component to the page you created
- Add a visibility filter on the Recommendations component:
- Filter Type: Device
- Field: Form Factor
- Operator: Equal
- Value: Desktop
- Save and activate the page for all users
- Assign the page as the org default
