To gain a simple and quick view of Active Subscription Products and Open Renewals for an Account, use the below process to add the Account widget to the page. Instructions for Classic and Lightning are below.



Adding the view in Classic, or for the detail view in Lightning



  • Edit the Page Layout
  • Add a new Section (1 Column)

  • Add the Account Widget Visualforce Page.

  • Modify the Settings by clicking the wrench at the top right
  • We recommend 300-400px with the scrollbars turned on

  • Save the Layout.


Adding the View into Lightning using the Lighting App Builder


More details are available here in the Standard Salesforce documentation:

https://trailhead.salesforce.com/en/content/learn/modules/lex_dev_visualforce/lex_dev_visualforce_intro