4️⃣Companies House Card with Lightning Record Pages
The Companies House Card can be added to any Lightning Record Page and is supported with both Standard and Custom objects.
Setup requires two simple steps: Add the card to the Lightning Record Page, and add Search Action to the Highlights Panel
Adding the Companies House Card Lightning Record Pages
From the Record Page Setup screen, drag ''CH - Company Card" custom component onto the screen in your desired location
(Optional) - By default, the Companies House Card automatically pulls the Companies House Number from the managed package field we provide (UK_CompHouse__Companies_House_Number__c). If you have another existing field that is already storing the Companies House Number, you can place that field API name here (include prefix for managed fields).
Whichever field you chose to map the card to, ensure that field is present on the layout so you can verify its value. Its also best to leave the Name field on the layout.
Select 'Save' and Assign the new page as the default if required.
Add
If you have not already done so, it is recommended to upgraded to Dynamic Actions
Select 'Add Action' and add the 'Search Companies House' Quick Action.
(Optional) - The above Quick Action is only provided out of the box for the Account Object. If you wish to add this capability to the Lead object for example, you would need to create your own Quick Action and Flow. Tutorial on tihs coming soon.
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