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Add AI to pages

ToolboxAI's AI features live inside a ToolboxAI component that you drop onto pages using Salesforce's Page Builder (Lightning App Builder). You can add it to a specific object's record page, to a Home page, or to any App page.

Add ToolboxAI to a record page​

  1. Open a record for the object you want to add AI to (e.g. an Account).
  2. Click the gear icon → Edit Page to open Lightning App Builder.
  3. In the Components panel on the left, search for ToolboxAI.
  4. Drag ToolboxAI onto the page layout where you want it to appear.
  5. Click Save, then Activate if this is the first time this page has been activated, and set it as the org default (or assign it to the profiles/apps that need it).

Lightning App Builder with the ToolboxAI component selected in the Components panel and dropped onto a Contact record page

Add ToolboxAI (or the dashboard) to a Home page​

  1. From the Home tab, click the gear icon → Edit Page.
  2. Search for ToolboxAI in the Components panel and drag it onto the page. If you'd rather show the activity dashboard here instead, use the Home Dashboard component the same way.
  3. If you added ToolboxAI, you can set the Search Objects property in the right-hand panel to control which objects show up in its search dropdown (comma-separated API names, e.g. Account, Contact, MyObject__c).
  4. Click Save and activate the page as needed.

Notes​

  • ToolboxAI can be added to record pages, Home pages, and App pages — the same component works in all three.
  • Users need the ToolboxAI AI Generation Access permission set (see Set Up Team Permissions) to see and actually use the component once it's on a page.
  • Repeat this process for each object's record page where you want AI available — for example, add it to Account, Contact, and Case pages separately.