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            Set Up Person Account Page

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            Set Up Person Account Page

            Add the Action Launcher, Employee Profile Card, Employee Details, and Timeline components to the Person Account record page. These components provide your service reps quick access to employee information and actions for assisting employees.

            Required Editions

            View supported editions.
            User Permissions Needed
            To set up the person account record page: HrServiceWorkspaceHrPsnl

            Enable the Person Account object to set up the person account page. See Enable Person Accounts.

            1. Edit a Person Account record page in Lightning App Builder.
            2. To change the template:
              1. Click Change.
              2. Select the Header, Subheader, Left Sidebar template, and then click Next.
              3. Click Done.
            3. Delete the Highlights Panel.
            4. Add the Action Launcher component and configure it:
              1. From the Components tab, drag the Action Launcher component to the subheader of the canvas.
              2. Configure the Action Launcher. See Action Launcher.
            5. Delete the existing component from the left sidebar.
            6. Add the Employee Profile Card component and configure it:
              1. From the Components tab, drag the Employee Profile Card component to the left sidebar.
              2. Configure Employee Profile Card. See Configure Employee Profile Card Component.
            7. Select the Tabs component, and click Add Tab in the component properties pane.
            8. Click the newly added tab, and select Custom in the Tab Label dropdown list.
            9. Type Employee Details in the Custom Label field, and then click Done.
            10. In the component properties pane, drag the Employee Details tab to the top to make it the first tab in the Tabs component.
            11. From the Components tab, drag the Employee Details component to the Employee Details tab in the Tabs component.
              This component shows details about an employee and their employment with their organization.
            12. In the component properties pane, drag the Details tab up to make it the second tab in the Tabs component.
            13. Click Add Tab in the component properties pane.
            14. Select the newly added tab, and then select Custom in the Tab Label dropdown list.
            15. Type Cases in the Custom Label field, and then click Done.
            16. Delete the existing components in the Cases tab.
            17. From the Components tab, drag the Related List - Single component to the Cases tab in the Tabs component.
            18. In the component properties pane, select Cases in the Related List dropdown list.
            19. In the component properties pane, select Basic List in the Related List Type dropdown list.
            20. From the Components tab, drag the Timeline component to the canvas.
              The preconfigured Timeline shows events from the Case object. Modify the Timeline configuration to suit your business requirements. See View Events Using Timeline in Salesforce.
            21. Save your changes.
            22. Click Activate.
            23. Click the App, Record Type, and Profile tab, and then click Assign to Apps, Record Types, and Profiles.
            24. Select the HR Service Console app to display the person account record page, and then click Next.
            25. For the HR Service Console app, the page is applied to the desktop form factor by default. Click Next.
            26. To show the person account record page to a specific record type, select the Person Account record type, and then click Next.
            27. To show the person account record page to specific profiles, select the Standard User and System Administrator profiles, and click Next.
            28. Review the assignments and save your changes.
            29. Save the changes made to the person account record page.
            30. To see the changes made to the person account record page, click Back icon.
             
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            Salesforce Help | Article