Accounts, Contacts, Affiliations & Addresses

Overview

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

Content

Accounts

Select Page Layouts
- Select Household Layout (FDNP)
  - Click Save as and Save with new name

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

Select Lightning Record Pages
- Select Account Record Page (FDNP)
  - Click Clone, Add new Label and new API Name, Click Save

Update the Label and API according to Org's naming convention

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

Select Desktop and phone, Click Next, Click Save

Both Account record types will use the same Lightning Record page. Further customizing will be done under 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

Enter a Label, Search and Select Address object, Click Next

Select Header and Right Sidebar, Done

Select Fields from left panel, Drag Dynamic Highlights Panel to top of canvas

Select Activate on the Page Saved popup, then Select Assign as Org Default