---
schema_version: "1"
id: 1e9675ab073f6fb5becad5d5f763d5901a21ed1034bedc90dfb91112ffa064ac
title: Configure the Person Account Lightning Page on the Gift Planning App in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_person_account_page_gift_planning_app.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_person_account_page_gift_planning_app.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6942ccb7917caae2c3e731f42359b8ca3a4817b154873c7a29f0d472d7503694
description: Add the Person Account Lightning page to automate the fields in the Gift Planning app.
products:
  - Education Cloud
release: "264"
---
# Configure the Person Account Lightning Page on the Gift Planning App in Education

Add the Person Account Lightning page to automate the fields in the Gift Planning app.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d92229e42">REQUIRED EDITIONS</th>
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        </thead>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d92229e42 ">Available in: Lightning Experience</td>

          </tr>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d92229e42 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
                and <strong>Developer</strong> Editions with Education Cloud</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92229e90">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92229e90 ">To configure Lightning pages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92229e90 ">
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full
                  Access permission set</a></p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in [NPSP FAQ](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&language=en_US).

1. From the App Launcher, find and select **Gift Planning**.
2. Create a person account record or open an existing one.
3. From the Setup menu, select **Edit Page**.
4. Click **Activation**.
5. Select the level that you want to assign this record page to.
    - As the app default, click **APP DEFAULT**, and then click **Assign as App Default**.
    - As the app, record type, and profile default, click **APP, RECORD TYPE, AND PROFILE**, and then click **Assign to Apps, Record Types, and Profiles**.
6. Select **Gift Planning**, and then click **Next**.
7. Select the form factor that you want the page to apply to, and then click **Next**.
8. Select **Person Account** as the record type, and then click **Next**.

If needed, add the Person Insights Grid and Account Donor Gift Grid Flexcards to the person account page to easily access key donor insights. For example, add Person Insights Grid as a card and add Account Donor Gift Grid as a Donor Gift Concepts tab. See [Add a Flexcard to a Lightning Page](https://help.salesforce.com/s/articleView?id=xcloud.os_activateconfigureand_publish_flexcards_24744.htm&type=5&language=en_US).