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Activate Record Pages From the Managed Package for Insurance
Clone and activate the pre-configured record pages that are installed automatically in the managed package.
- From Setup, in the Quick Find box, enter Lightning App Builder.
- Click Lightning App Builder.
- Click Clone next to a record page name from the list below.
- Change the Label and Developer Name or use default values set by the system.
- Click Save.
- The Page Saved dialog box opens. Click Activate.
- On the Activation page, click App, Record Type, and Profile then click Assign to Apps, Record Types, and Profiles.
- On the Select Apps window, choose the apps you want to have access to this record, then click Next.
- On the Select Form Factor window, choose the form factor that should have access to the record page, then click Next.
- On the Selected Record Types window, select all the record types you want to appear on this record's page, then click Next.
- On the Selected Profiles window, select all the user profiles you want to have access to this record, then click Next.
- On the Review Assignments window, confirm that you've made all the correct selections for this record based on your business needs, then click Save.
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