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            Create a Custom Account Record Page

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            3. Financial Services Cloud Admin Guide

            Create a Custom Account Record Page

            To quickly create an Account record page, you can clone an existing one. After you create the page, you can modify it to give agents a customized view of their clients’ records.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter App Builder, and then select Lightning App Builder.
            2. Clone an Account record page. (An Account record page is a page whose object name is Account and type is Record Page.) If an Account record page is not available, create one.
            3. Give your page an appropriate label. For example, name it PolicyHolder 360.
            4. Save the page. When you save the page for the first time, you are prompted to activate it to make it available to users. Click Not Yet.

              You activate the page later when you are done customizing it and it’s ready for your users.

             
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