--- schema_version: "1" id: 3f553b3a417ba4c76e9fa70f8db66e925d12e1b452753353d02a700b2bd26929 title: Configure EDA Basics collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/eda_configure_basics.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_basics.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4f043da8a2ed841963f6df4afd1bc949647d6438bc12c27e74a5cc10b0c3740c description: Assign record types to profiles, and page layouts to record types, so that users have access to the records that they need. products: - Education release: "264" --- # Configure EDA Basics Assign record types to profiles, and page layouts to record types, so that users have access to the records that they need. - **[Assign Record Types to Profiles](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_basics.htm&release=264.0.0&type=5)** Depending on the version that you started with, it's possible that some record type assignments are different in your org. Make sure that these record types are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. - **[Assign Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_basics.htm&release=264.0.0&type=5)** For objects with page layout assignments that vary by record type, and for custom objects, the default page layout assignments can require configuration. Make sure that these layouts are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. - **[Assign Compact Layouts](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_basics.htm&release=264.0.0&type=5)** Make the HEDA Account Compact Layout and the HEDA Contact Compact Layout the primary compact layouts for all your record types. By default, the HEDA compact layouts aren't assigned to EDA Account and Contact record types. - **[Add Custom Fields and Picklist Values](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_basics.htm&release=264.0.0&type=5)** Sometimes, you might want to add another option to an existing field. ## Assign Record Types to Profiles Depending on the version that you started with, it's possible that some record type assignments are different in your org. Make sure that these record types are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_note.png) Note  Most record types are assigned by default. The Incident record type for Case is an exception. Academic Certification Certificate, Degree (default), Diploma Account Academic Program, Administrative (default), Business Organization, Educational Institution, Household Account, Sports Organization, University Department Attribute Credential (default), Student Characteristic Case Master (default), Incident (not assigned) Faculty/Staff, Guardian, Student (default) Course Connection Default, Faculty, Student (default) Credential Badge, Certification (default), License Customize record type assignments or add assignments to other profiles as needed. 1. From Setup, in the Quick Find box, enter Profiles, then select **Profiles**. 2. Click the profile to assign record types to. 3. Click **Object Settings**. 4. Click an object, for example, **Cases**. 5. Click **Edit**. 6. Select **Assigned Record Types** and **Default Record Type** for the profile. 7. **Save** your changes. ## Assign Page Layouts For objects with page layout assignments that vary by record type, and for custom objects, the default page layout assignments can require configuration. Make sure that these layouts are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed. Academic Certification Record Types - Certificate, Degree, and Diploma: EDA Academic Academic Certification Layout Account Record Types - Academic Department, Academic Program, Administrative (default), Business Organization, Educational Institution, Sports Organization, University Department: HEDA Organization Layout - Household Account: HEDA Household Layout Attribute Record Types - Credential: EDA Credential Layout - Student Characteristic: EDA Student Characteristic Layout Case Record Types - Master: Case Layout - Incident: EDA Incident Layout Contact Record Types - Master: HEDA Contact Layout - Custom Contact record types: HEDA Contact Layout Course Connection Record Types - Default, Faculty, and Student: HEDA Course Enrollment Layout Credential Record Types - Badge, Certification, and License: EDA Credential Layout For more help, see [Assign Page Layouts to Profiles or Record Types](https://help.salesforce.com/s/articleview?id=sfdo.sfdo_edit_page_layouts.htm). ## Assign Compact Layouts Make the HEDA Account Compact Layout and the HEDA Contact Compact Layout the primary compact layouts for all your record types. By default, the HEDA compact layouts aren't assigned to EDA Account and Contact record types. 1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/setup.png), then click **Setup**. 2. Click the **Object Manager** tab. 3. In the list of objects, click **Account**. 4. Click **Compact Layouts**. 5. Click **Compact Layout Assignment**. 6. Click **Edit Assignment**. 7. From the **Primary Compact Layout** menu, select **HEDA Account Compact Layout**. 8. **Save** your changes. 9. Repeat these steps to assign the HEDA Contact Compact Layout to the Contact object. That's it! You're now all set up to start using EDA. ## Add Custom Fields and Picklist Values Sometimes, you might want to add another option to an existing field. For example, you might want to track Personal Email on the Preferred Email field, or Alternate Phone on the Preferred Email field. In those instances, first create a custom email or phone field. Then add the custom field's label as an option to the Preferred Email or Preferred Phone picklist. Other times, you might want to use an existing but not preconfigured field as a picklist value for Preferred Email or Preferred Phone (for example, Assistant Phone). In this instance, just add the existing field label as a picklist option. ### See Also: [Add or Edit Picklist Values](https://help.salesforce.com/s/articleview?id=platform.updating_picklists.htm&type=5)