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donor360:object_configuration:10account_attributes

Account Attributes

This section is for working through buttons, related lists and lightning pages for the Account Attributes object. Account Attributes is a way to tag Accounts to track specific items, such as mailings or boards & committees. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the Accounts or Contacts object configuration.

Content

Page Layouts

  • Click Setup, Object Manager, Account Attributes
  • Select Page Layouts, Select Account_Attribute Layout, then Save As to create a new version or simply edit the existing version
  • Click Related Lists in the pallet
    • Add or remove related lists as needed
  • Save

If a new page layout was created, assign to the appropriate Profiles

Lightning Page

A custom Lightning Page isn't necessary for this object. Users will see the Account Attribution in a “Default” lighting view. But if you want to configure one, follow these steps.

From Account Attribution, Object Manager, Select Lightning Record Pages

  • If a page exists, select it or Click New to create a new page
  • If you selcted an existing page, Click Clone and add a new label and API Name, configure as needed, Click Save
  • If you clicked New, Select Record Page from left panel, Next
    • Assign a Label and Search and Select the object (in this case Account Attributes), Next
    • Choose a Page Template from left panel, Done
    • Build the new Account Attributes lightning page by dragging the components and fields from the left panel.
    • Save and Activate

For more details on creating a Lightning Page, see the Accounts or Contacts objects.

donor360/object_configuration/10account_attributes.txt · Last modified: by judy.otto