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Set Up the Account Record Page

Configure record pages for the Account object in Education Cloud.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set up the Account record page:

Education Cloud Full Access

AND

View Setup & Configuration

AND

Customize Application

AND

OmniStudio Admin

AND

OmniStudio User

Create Account Record Pages

Create record pages for students and alumni for the Account object in Lightning App Builder.

Create a Student Record Page

  1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.

  2. Next to Student Success, click Actions menu icon , and then select Edit.

  3. Click Pages, and then select New Page.

  4. Click Record Page, and then click Next.

  5. Enter a label for the record page. For example, enter Student Record Page.

  6. In the Object field, search for and then select Account.

  7. Under Choose Page Template, select Three Regions, and then click Done.

Create an Alumni Record Page

  1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.

  2. Next to Alumni, click Actions menu icon , and then select Edit.

  3. Click Pages, and then select New Page.

  4. Click Record Page, and then click Next.

  5. Enter a label for the record page. For example, enter Alumni Record Page.

  6. In the Object field, search for and then select Account.

  7. Under Choose Page Template, select Three Regions, and then click Done.

Set Up a Relationship Graph for Person Accounts

Set up a relationship graph in Actionable Relationship Center that you can use on the Account record page.

  1. From Setup, in the Quick Find box, enter Account Settings, and then select Account Settings.

  2. Click Edit.

  3. Select Allow users to relate a contact to multiple accounts, and then save your changes.

  4. In the Quick Find box, enter Group Membership Settings, and then select Group Membership Settings.

  5. Enable Group Membership.

  6. In the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.

  7. Click New Relationship Graph.

  8. Select Education Cloud Person Account Relations, and then click Create Graph.

  9. Enter a label and developer name, and then save your changes.

Add Components to the Account Record Page

Add and configure Lightning Web Components to the student and alumni Account record pages.

Student Record Page

Student Account page

With the student Account record page open in Lightning App builder, add these components to the page.

Component Configuration Steps
Student Profile Flexcard (1)
  1. Drag the Flexcard component into the left column.
  2. In the Flexcard Name menu, select EDUStudentProfileCard.
Advising Center Flexcard (1)
  1. Drag the Flexcard component below the student profile Flexcard, or where desired.
  2. In the Flexcard Name menu, select EDUStuSuccessAdvisingCenter.
Timeline (1) Drag the Timeline component to the left column below the student profile or advising center Flexcard component.
Action Launcher (2)
  1. Drag the Action Launcher component to the center column.
  2. To associate actions with a record page, create an Action Launcher deployment.
Tabs (3)
  1. Drag the Tabs component to the center column.
  2. Set up these tabs:
    1. Cases
    2. Interaction Summary
    3. Academics
    4. Appointments
    5. Staff Scheduler
Cases (3)
  1. Select the Cases tab.
  2. Add and configure the Related List-Single component for Cases.
Interaction Summary (3)
  1. Select the Interaction Summary tab.
  2. Add the Interaction Summaries component.
Academics (3)
  1. Select the Academics tab.
  2. Add and configure the Related List-Single component for Academic Term Enrollments.
Appointments (3)
  1. Select the Appointments tab.
  2. Add and configure the Related List-Single component for Appointments.
Staff Scheduler (3)
  1. Select the Staff Scheduler tab.
  2. Add and configure the Staff Appointment Scheduling component.
  3. Apply other customizations as necessary.
Interest Tags (4) Drag the Interest Tags component to the right column.

Alumni Record Page

Alumni Account record page layout template

Component Configuration Steps
Highlights Panel (1) Drag the Highlights Panel component to the center column.
Alumni Profile Card (2)
  1. Drag the Flexcard component to the left column.
  2. In the Flexcard Name menu, select EDUAlumniProfile.
Timeline (3)
  1. Drag the Timeline component to the left column below the Alumni Profile card.
  2. For Timeline Configuration, select Alumni Activities.
  3. Click OK.
Action Launcher (4)
  1. Drag the Action Launcher component to the center column below the Highlights Panel.
  2. To associate actions with a record page, create an Action Launcher deployment.
Life Events (5) Drag the Events and Milestones component to the center column below the Action Launcher.
Tabs (6)
  1. Drag the Tabs component to the center column below the Life Events component.
  2. Set up these tabs:
    1. Engagement
    2. Relationships
    3. Education
    4. Employment
    5. Details
    6. Portal Profile Preference
    7. Related
Engagement (6)
  1. Select the Engagement tab.
  2. Add the Flexcard component and for the name, select ServiceExcellenceGenericAlertCard.
  3. For Maximum Number of Alerts (1-20), enter 3.
  4. Below the Flexcard component, add the Dynamic Related List-Single component.
  5. For Related List, select Cases.
  6. For Related List Type, select List.
  7. For Number of Records to Display, enter 3.
Relationships (6)
  1. Select the Relationships tab.
  2. Add the ARC Relationship Graph component.
Education (6)
  1. Select the Education tab.
  2. Add the Related List-Single component.
  3. For Related List, select Person Education.
  4. Add the Related List-Single component.
  5. For Related List, select Person Academic Credentials.
Employment (6)
  1. Select the Employment tab.
  2. Add the Related List-Single component.
  3. For Related List, select Person Employments.
Details (6)
  1. Click the Details tab.
  2. Add the Record Detail component.
Portal Profile Preference (6)
  1. Select the Portal Profile Preference tab.
  2. Add the Related List-Single component.
  3. For Related List, select Person Public Profile Preference Sets.
  4. For Related List Type, select Enhanced List.
Related (6)
  1. Select the Related tab.
  2. Add the Related Lists component.
Interest Tags (7)

Drag the Interest Tags component to the right column.

After you add the components, save your changes and continue to the next section.

Activate the Record Pages

After you configure your pages, make them the default record pages for the Student Success and Alumni Relations apps.

See Also:

Set Up the Person Account Record Page for Financial Aid Insights

Equip staff with a comprehensive view of a student's financial aid data directly in Salesforce. By configuring Lightning web components on the Person Account record page, staff can access student applications, awards, cost estimates, and disbursements without navigating to external systems.

Required Editions

Required Editions
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons:

  • Education Cloud license
  • Agentforce for Education add-on license
  • Data 360 as part of an Agentforce add-on or as a standalone license
User Permissions Needed
To update the Person Account page and configure components: Education Cloud Full Access

Configure the Financial Aid Year Filter for Staff

The Financial Aid Year Filter is a required component that must be present on the page to use other financial aid components.

  1. Open an active Person Account record page in Lightning App Builder.
  2. Optionally, add a new tab for financial aid insights.
  3. Drag the Financial Aid Year Filter component onto the page.
    You can add one instance of the component per page.
  4. Select the component to open the properties pane.
  5. Deselect Show help button.
    Note
    Note The button is supported only in Experience Cloud.
  6. Optionally, select Show external link button and configure the External Link Button URL to enable staff to navigate directly to your external financial aid management system.
  7. Save your changes.

Configure Financial Aid Information Components for Staff

Add any combination of optional financial aid components to the Person Account record page.

  1. In Lightning App Builder, drag any of these components onto your Person Account record page.

    You can arrange them in tabs or accordions for better organization.

    • Financial Aid Highlights
    • Financial Aid Overview
    • Financial Aid Checklist
    • Financial Aid Applications
    • Financial Aid Awards
    • Financial Aid Disbursements

    For details about how each component displays data and calculates totals, see Financial Aid Components.

  2. For any component with an external link, configure the Show external link button, External Link Button Label, and External Link Button URL attributes.
  3. Save and activate the page.