High-Level Setup Steps

Here's a summary of the setups you need to make to display Similar Accounts in the CX Sales account pages. No setup is required to make Similar Accounts display in Digital Sales UIs.

1. Create a REST web service for Similar Records.
2. Create a REST web service for GET Account.
3. Create a global function for invokeSalesMLSimilarRecordsQuery API.
4. Use Formula fields to create a similar accounts field.
5. Add the similar accounts field to the Account landing page layout.