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Activate Record Pages From the Managed Package for Insurance Industries Extension Releases Spring '21 Through Winter '25
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.
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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.
Use these steps to clone and activate all of the record pages in this list.
Record Page
Added in Calc Matrix
Spring '21 Calc Matrix Version
Spring '21 Calculation Procedure
Spring '21 Calc Procedure Version
Spring '21 Claim
Spring '21 FSC Claim
Summer '21 Insurance Policy
Summer '21 Policy
Spring '21 Quote
Spring '21 State Model
Spring '21 State Model Version
Spring '21
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