Contacts

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

• Page Layouts
• Lightning Page

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

• Select the Custom Lightning Contact Record Page previously created for Contact record.
  • 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 if desired
• Remove the standard Highlight Panel, Save

• Click Tabs
• Click Upgrade Now in the right panel, Next

• Select the Page Layout previously created for Contacts, Finish
• Leave the Default Tab as “Details”
• Individual fields can be filtered as needed
• Click Save

The contact page should look something like this when finished.