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Assign the Student Management Account Record Page to Student Records

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Assign the Student Management Account Record Page to Student Records

Replace the regular person account layout with the student record layout by assigning Student Management Account Record Page to the person account record type. Then assign the page to profiles for advisors and registrars.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To customize the Student Management app: Education Cloud Full Access
  1. From the App Launcher, find and select Student Management.
  2. Open an Account record.
    Note
    Note To apply the flexipage template, you must use a standard Account record page, and not a Person Account record page. Assign the new layout to person accounts when you activate the page.
  3. Click Setup menu gear icon., and then click Edit Page.
    The page opens in Lightning App Builder.
  4. In Label, enter Student Management Account Record Page.
  5. In API Name, enter Student_Management_Account_Record_Page.
  6. Save your changes.
  7. Click Activate.
  8. Click the App, Record Type, and Profile tab.
  9. Click Assign to Apps, Record Types, and Profiles.
  10. Select Student Management, and then click Next.
  11. Select a form factor, and then click Next.
  12. Select Person Account as the record type, and then click Next.
  13. Select the profiles that you want to assign profiles to the Student Management Account Record Page, and then click Next.
  14. Review your assignments and save your changes.
 
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