====== Accounts, Contacts, Affiliations & Addresses ======

===== Overview =====
  * Select **Setup**>**Object Manager** then select each object listed below and work through the settings.

==== Content ====

  * [[donor360:postinstalltasks:accountscontactsaffiliationsaddresses#Accounts|Accounts]]
  * [[donor360:postinstalltasks:accountscontactsaffiliationsaddresses#Contacts|Contacts]]
  * [[donor360:postinstalltasks:accountscontactsaffiliationsaddresses#Affiliation|Affiliation]]
  * [[donor360:postinstalltasks:accountscontactsaffiliationsaddresses#Address|Address]]

==== Accounts ====
  *** Select Page Layouts**
    * Select Household Layout (FDNP)
        * Click **Save as** and **Save** with new name
{{ :donor360:postinstalltasks:pagelayoutaccountssaveas.png?600 |}}
{{ :donor360:postinstalltasks:pagelayoutaccountssaveasorgname.png?600 |}}
    * Select Organization Layout (FDNP)
        * Click **Save as** and **Save** with new name
    * Click Page Layout Assignment
        * Assign new layouts to appropriate Profiles for Household Account and Organization Account
        * The screenshot below shows just the household layout being assigned. Once the new Organization Account Layout is created, assign it in the same way
{{ :donor360:postinstalltasks:pagelayoutaccountassignment.png?600 |}}
{{ :donor360:postinstalltasks:pagelayoutaccountassignmentdemoorgassigned.png?600 |}}

   *** Select Lightning Record Pages**
    * Select Account Record Page (FDNP)
        * Click **Clone**, Add new Label and new API Name, Click **Save** 
{{ :donor360:postinstalltasks:lightningpageclone.png?600 |}}
        * Update the Label and API according to Org's naming convention
{{ :donor360:postinstalltasks:lightningpageclonednewlabel.png?600 |}}
        * A newly created Lightning Page will popup with the option to Activate; existing pages not yet activated you'll need to Select **Activate** on the top right
        * Click **Activate**, then Click **Assign as Org Default**
{{ :donor360:postinstalltasks:lightningpageactivate.png?600 |}}
{{ :donor360:postinstalltasks:lightningpageactivateassigndefault.png?600 |}}
        * Select **Desktop and phone**, Click **Next**, Click **Save**
{{ :donor360:postinstalltasks:lightningpageactivateassigndefaultdeskphone.png?600 |}}
        * Both Account record types will use the same Lightning Record page. Further customizing will be done under [[donor360:object_configuration:1accounts|Account]] configuration.
  
  ==== Contacts ====
  *** Select Page Layout** and follow a similar process as for Accounts
    * Select Contact Layout (FDNP)
        * Click **Save as** and **Save** with new name
    * Click **Page Layout Assignment**
        * Assign new layout to appropriate Profiles for Contact

   *** Select Lightning Record Pages**
    * Select Contact Record Page (FDNP)
        * Click **Clone**, Add new Label and new API Name, Click **Save** 
        * Select **Activate** on the Page Saved popup, then Select **Assign as Org Default**
  
  ==== Affiliation ====
  *** Select Page Layout** and follow a similar process as for Accounts and Contacts
    * Select Affiliation Layout (FDNP)
        * Click **Save as** and **Save** with new name
    * Click **Page Layout Assignment**
        * Assign new layout to appropriate Profiles for Contact

   *** Select Lightning Record Pages**
    * Select Contact Record Page (FDNP)
        * Click **Clone**, Add new Label and new API Name, Click **Save** 
        * Select **Activate** on the Page Saved popup, then Select **Assign as Org Default**

 ==== Address ====
  *** Select Page Layout** and follow a similar process as for Accounts, Contacts and Affiliations
    * Select HH Address Layout (FDNP)
        * Click **Save as** and **Save** with new name
    * Select Org Address Layout (FDNP)
        * Click **Save as** and **Save** with new name
    * Click Page Layout Assignment
        * Assign new layouts to appropriate Profiles for Household Address and Organization Address
   
   
An Address Lightning Page is not currently created. Let's create it now and add details and customize in a later step.
  * To create a new page, Select **New** **Record Page**, **Next**
{{ :donor360:postinstalltasks:addresscreatelightningpage.png?400 |}}
    * Enter a Label, Search and Select **Address** object, Click **Next**
{{ :donor360:postinstalltasks:addresscreatelightningpagename.png?400 |}}
    * Select **Header and Right Sidebar**, **Done**
{{ :donor360:postinstalltasks:addresscreatelightningpagelayout.png?400 |}}
    * Select **Fields** from left panel, Drag **Dynamic Highlights Panel** to top of canvas
{{ :donor360:postinstalltasks:addresscreatelightingpagehighlights.png?400 |}}
    * Select **Activate** on the Page Saved popup, then Select **Assign as Org Default**