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

Select Lightning Record Pages
- Select Account 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
  - Both Account record types will use the same Lightning Record page. Further customizing will be done under Account configuration.

Contacts

Select Page Layout
- 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
- 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
- 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: 2024/11/14 20:59 by judy.otto