- Edit page layout, go to "Related lists" and drag the Ebsta User Score object that connects to the object you're looking at.
| Standard Object | Ebsta User Score Object |
|---|---|
| Account | Account Ebsta User Score |
| Contact | Contact Ebsta User Score |
| Lead | Lead Ebsta User Score |
| Opportunity | Opportunity Ebsta User Score |
Click on the wrench icon to edit the fields presented in the related list, add the recomended fields listed below and click "OK".
Recomended Fields:
- User
- Ebsta Score
- Last Email Sent
- Last Email Received
Save the layout.
This will now be added to the standard related lists on the object's lightning record page.
How to surface this elsewhere on the lightning record page.
- Drag the "Related List - Single" component onto the layout and select the coresponding Ebsta User Score object for the record (see above legend) and then click "Save".