Financial Service Cloud-21 Personalize Events & Milestones with Custom Icons and Configure Compact Layouts

In this blog, you will learn how to personalize Events and Milestones in Salesforce Financial Services Cloud (FSC) by customizing their appearance with custom icons and by configuring compact layouts for a more meaningful display of event details. Events and Milestones play a key role in helping advisors deliver tailored, client-focused engagement by capturing life events and business milestones directly on account records. With the ability to replace default icons using your own SVG files, you can make the component more visually intuitive and aligned with your business branding.

Additionally, by configuring compact layouts, you can control which fields appear on the expanded lookup card when hovering over an event, ensuring that only the most relevant details are highlighted. These simple yet powerful customizations make Events and Milestones more user-friendly, visually engaging, and informative, ultimately supporting stronger client relationships.

Personalize Events & Milestones with Custom Icons

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You can change the default icon associated with a life event type. Upload an SVG file to replace the icon.

1. Go to Setup > User Interface > Icons > Events & Milestones
2. On the Business Milestone or Person Life Events that you would like to to change click Change Icon.
3. For the icon that you want to change, click , and select Change Icon and click Upload Files. (An SVG file is a graphic file. It stands for Scalable Vector Graphic. You can use Adobe to convert your picture file to SVG. The SVG file must be a single path SVG file.)
4. Click Save.

Configure Compact Layouts for Events & Milestones

When you hover over a life event, an expanded lookup card displays the key fields from the event record. You can customize the associated compact layout and choose the fields that you want to show in the expanded lookup card.

1. From Setup, open Object Manager, find Person Life Event, and select Compact Layouts.
2. Clone the System Default layout, or click New to create a compact layout.
3. Enter label as New Compact Layout, and add the fields you want to include.
4. Sort the fields in the order that you want them displayed by clicking Up or Down.
5. Save the Layout.
6. Click the Compact Layout Assignment, and then click Edit Assignment.
7. From the Primary Compact Layout list, select your compact layout.
8. Save your changes.<br/> (Note: you can only see the 3 top fields)

Summary

Salesforce FSC allows you to enhance the Events and Milestones component with personalized icons and tailored compact layouts. Custom icons make the interface more visually appealing and intuitive, while compact layouts let you display the most relevant fields when hovering over an event. Together, these configurations improve usability, ensure key client details are always visible, and help advisors engage with clients in a more personalized way.