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













