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Add Maxsight components to Salesforce pages

Abstract

Learn how to add the Maxsight widget to a Lightning record page in Salesforce.

Add the Maxsight application to your Lightning page in order to see relevant information at a glance.

To add the Moody's Maxsight for Salesforce widget:

  1. Open the Setup menu and select Setup.

    Selecting the Setup menu in Salesforce
  2. From the Setup page, open the Object Manager menu and then select either Account or Contact.

  3. Select the Lightning Record Pages option.

  4. Edit or create a record page according to the on-screen instructions.

  5. Drag the Maxsight widget component on to the layout.

  6. Click Save.

    Your widget is saved and you are now able to see Maxsight information from your Lightning Record page.

Additional information