Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Activate the Custom Account Record Page

          Activate the Custom Account Record Page

          Activate your custom Account record page to make it visible to your users.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions
          1. On your custom Account record page, click Activation.
          2. Choose how you want to activate the page.
            • To make the page the default object record page for specific Lightning apps, click the APP DEFAULT tab and follow the steps. For example, you can make the page the default object record page for the Insurance Agent Console page.
            • To assign the page to a combination of Lightning apps, record types, and profiles, click the APP, RECORD TYPE, AND PROFILE tab and follow the steps. For example, you can assign the page to the Insurance Agent Console app, Person Account record type, and Insurance Agent profile.

          Here’s what your custom Account record page, PolicyHolder 360, looks like when an insurance agent views a client’s record.

          Policy Component
           
          Loading
          Salesforce Help | Article