Introduction
Get started with ArcGroups via the Squivr Lightning App or update your existing Account pages to include the ArcGroups component. This article outlines where this component lives upon package install as well as the steps required when adding to your existing Lightning Pages.
Squivr Lightning App
Access ArcGroups from the Squivr Lightning App.
- From the App Launcher navigate to the Squivr app
- Click into any Account from the Accounts tab
- Click Relationship Management (Squivr)
Adding Components to Existing Lightning Pages
Most likely users will want to access ArcGroups within the app they are already working in. To accommodate this, a Salesforce Administrator can easily add this component to existing Account pages.
- Select the Object Lightning page you wish to modify from the Lightning App Builder
- From the Components sidebar, scroll or search to find Squivr ArcGroups
- Drag component onto the page at the desired location
- Select the desired Group Configuration or leave blank to display all groups for the current object
- Save
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