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donor360:postinstalltasks:accountscontactsaffiliationsaddresses

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
donor360/postinstalltasks/accountscontactsaffiliationsaddresses.txt · Last modified: by judy.otto