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Assign the Unified Constituent Account Record Page to Person Account Records
Activate the Lightning record page and assign it to Person Account record types so that Person Account records in the Benefit Management app use the custom Public Sector Cloud layout.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To assign Lightning record pages: | Customize Application AND View Setup and Configuration |
Before you begin, configure Einstein Generative AI for Public Sector. See Configure Einstein Generative AI for Public Sector.
The Unified Constituent Account Record Page ships as part of the Public Sector Unified Constituent app. After you install the app, activate the page and assign it to Person Account record types in the Benefit Management app.
- From the App Launcher, find and select the Benefit Management app.
- Open an Account record.
- Click the gear icon, and then click Edit Page.
- In the Label field, enter Benefit Management Account Record Page.
- In the API Name field, enter Benefit_Management_Account_Record_Page.
- Save your changes.
- Click Activate.
- Click the App, Record Type, and Profile tab.
- Click Assign to Apps, Record Types, and Profiles.
- Select Benefit Management, and then click Next.
- Select a form factor, and then click Next.
- Select Person Account as the record type, and then click Next.
- Select the profiles to assign to the Benefit Management Account Record Page. At minimum, select Standard User and System Administrator, and then click Next.
- Review your assignments, and then save your changes.
To verify the assignment, navigate to a Person Account record in the Benefit Management
app. The record now uses the unified constituent account record page layout
(pss_unfd_cstn__Account_rec_L), with the constituent profile card,
household group information, Tableau financial metrics, and the Einstein Summary
component.
