---
schema_version: "1"
id: a45e07171ba72099dbc60697ae5ece1906c58f44bc88c984e1c7779979826d01
title: Set Up Prospect Record Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_prospect_record_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_prospect_record_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68ec4810672269f33da6bbe50b54dbe7b7fa1efb573578a0cad6155e2b089d25
description: Configure the prospect record page for the account (person account) object in Education Cloud.
products:
  - Education
release: "264"
---
# Set Up Prospect Record Page

Configure the prospect record page for the account (person account) object in Education Cloud.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d118301e81">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d118301e84">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d118301e81 ">To set up the prospect record page:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d118301e84 ">
              <p>Education Cloud Full Access </p>
              <p>AND</p>
              <p>OmniStudio
                Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">OmniStudio User</p>
            </td>

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

- **[Create a Record Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_prospect_record_page.htm&release=264.0.0&type=5)**  
    Create a record page for the account object in Lightning App Builder.
- **[Add Components to the Record Page](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_prospect_record_page.htm&release=264.0.0&type=5)**  
    Add and configure Lightning Web Components to the prospect record page.
- **[Finish Page Setup](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_prospect_record_page.htm&release=264.0.0&type=5)**  
    Finish configuring the record page, and then activate it.

## Create a Record Page

Create a record page for the account object in Lightning App Builder.

See [Create and Configure Lightning Experience Record Pages](https://help.salesforce.com/s/articleview?id=platform.lightning_app_builder_customize_lex_pages.htm&type=5).

After you create the page, move on to the next section to add components.

## Add Components to the Record Page

Add and configure Lightning Web Components to the prospect record page.

Add the components as shown in this template.

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

![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 You must customize some tabs when you replicate this template. See [Add and Customize Tabs on Lightning Pages Using the Lightning App Builder](https://help.salesforce.com/s/articleview?id=platform.lightning_app_builder_customize_lex_pages_add_tabs.htm&type=5).

- Drag a **Flexcard** component (1) to the left and enter the Flexcard Name as EDUAdmissionsPersonProfileCard.
- Drag a **Timeline** component (2) to the left (below the flexcard). If you are unable to view the component, see [Set Up a Timeline](https://help.salesforce.com/s/articleview?id=ind.timeline_client_information.htm&type=5).
- Drag the **Action Launcher** component (3) to the top section. To configure this component, see [Action Launcher](https://help.salesforce.com/s/articleview?id=ind.the_action_launcher_component.htm&type=5).
- Drag the **Tabs** component (4) below the Action Launcher. In the component properties to the right, create these tabs, and then configure them:
    - Details: Add and configure the **Record Detail** component here. See [Record Detail](https://help.salesforce.com/s/articleview?id=experience.rss_record_detail.htm&type=5).
    - Related: Add and configure the **Related Lists** component here. See [Record Related List](https://help.salesforce.com/s/articleview?language=en_us&id=sf.rss_record_related_list.htm&type=5).
    - Schedule Appointment: Add the **Flexcard** component here, and configure it with the Flexcard name as EDUSchedulerScheduleAppointment.
    - Engage: Add and configure the **Actionable List Engagement** component here. See [Actionable List Engagement](https://help.salesforce.com/s/articleview?id=ind.actionable_list_engagement.htm&type=5).
- Drag a **Flexcard** component (5) to the right and enter the Flexcard Name as EDUAdmissionsRFIListFromAccountContainer.
- Drag the **Actions & Recommendations** component (6) to the right (below the flexcard).

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

## Finish Page Setup

Finish configuring the record page, and then activate it.

### Activate the Record Page

After you configure your page, make it visible to your users. See [Activate Lightning Experience Record Pages](https://help.salesforce.com/s/articleview?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&type=5).

### Edit Page Layout

To prevent duplication, we recommend that you remove **Notes & Attachments** from the Related Lists component.

1. From Setup, click **Object Manager**.
2. Select **Account**.
3. Click **Page Layouts** and click **Account Layout**.
4. Click **Related Lists** under Account Layout and remove **Notes & Attachments**.
5. Save your changes.