Accounts

This section is for working through buttons, related lists and Lightning Pages for the Account object.

• Page Layouts
• Lightning Page

• Click Setup, Object Manager, Accounts
• Select Household Layout created in earlier step, Click Related Lists in the pallet
  • Add or remove related lists as needed, but include:
    • Contacts
    • Addresses
    • Fund Relationships
    • Opportunities
    • Contact Attributes
    • Files
    • Open Activities
    • Activity History
    • Other lists are optional
  • Click Save

• Select Organization Layout created in earlier step, Click Related Lists in the pallet
  • Add or remove related lists a needed, but include:
    • Affiliated Contacts
    • Addresses
    • Fund Relationships
    • Opportunities
    • Account Attributes
    • Fund Distributions
    • Files
    • Open Activities
    • Activity History
    • Bank EFT
    • Contact Attributes
    • Other lists are optional
  • Click Save

• Select the Custom Lightning Account Record Page previously created for both Account record types.
  • Click Edit
    • Click Fields in left panel
      • Grab Dynamic Highlights Panel from panel and drag above the existing Highlights Panel

• In right panel, Set Primary Field
• Populate the desired fields in the Dynamic Highlights Panel by dragging them from the left

• Set number of Visible Action Buttons, Click Add Action to select buttons

• Add filters to Action buttons as needed

• Click Save

• Add Filter to Dynamic Highlight Panel for Organization Accounts

• Repeat this process to add a Dynamic Highlight Panel for Household Accounts. Remove the standard Highlight Panel, Save

• Click Tabs section, Click Record Detail
  • Click Upgrade Now button, Next

• Select the Page Layout previously created for Organizations, Finish

• Adjust the name of sections and move fields as desired
• Add Filter to Tab for Organization Accounts (Record> Account Record Type> Name Equals Organization). This will allow users to see fields from the Organization Page layout.

• Click Tabs, Add Tab, Drag Record Details from the Components Panel to the new Details tab
• Click Upgrade Now in the right panel, Next

• Select the Page Layout previously created for Households, Finish
• Add Filter to Tab for Household Accounts. (Record> Account Record Type> Name Equals Household Account). This will allow users to see fields from the Household Account Page layout.
• Move the new Details tab next to the original Details tab
• Leave the Default Tab as “<First Tab>”

The Account Lightning Page should look something like this. This is dynamically filtered so when users open an Organization account, they will see the Organization details and when they open a Household account, they will see the Household details.