---
schema_version: "1"
id: 8558c0a5b9f77c5474490f291e61e1ec780e3b8d4b087e735b16ebb5c5682b93
title: Set Up Contact and Case Page Layouts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_contact_case_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_contact_case_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2749230f50b1f098dcb117ebe1e2e775fe80f35fea9c436aee940df3fc905f73
description: Configure the Contact and Case page layouts in your Student Success Hub org.
products:
  - Nonprofit
  - Education
release: "264"
---
# Set Up Contact and Case Page Layouts

Configure the Contact and Case page layouts in your Student Success Hub org.

- **[Learn About Contact and Case Record Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_contact_case_layouts.htm&release=264.0.0&type=5)**  
    Student Success Hub includes default page layouts, compact layouts, and other assets for the Contact and Case objects. Review and customize these assets as needed for your school or institution. For example, you might want to change the fields in the highlights panel, or remove or add buttons.
- **[Customize the Contact or Case Record Page Layout](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_contact_case_layouts.htm&release=264.0.0&type=5)**  
    To edit the page layout, such as to change the order of the fields, buttons, or related lists on the page, do the following.
- **[Customize the Case Compact Layout](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_contact_case_layouts.htm&release=264.0.0&type=5)**  
    The compact layout controls which fields appear in the highlights panel at the top of the record page. If desired, add or remove fields from the Case compact layout.
- **[Confirm the Contact and Case Layout Assignments](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_contact_case_layouts.htm&release=264.0.0&type=5)**  
    Whichever page layouts you're using for Contact and Case records, make sure they're assigned to the proper profiles.

## Learn About Contact and Case Record Page Layouts

Student Success Hub includes default page layouts, compact layouts, and other assets for the Contact and Case objects. Review and customize these assets as needed for your school or institution. For example, you might want to change the fields in the highlights panel, or remove or add buttons.

In K-12 orgs, Student Success Hub provides these Contact and Case assets.

- Contact object—The Student Support Contact Layout page layout, assigned to the support staff profile
- Case object—The Student Record Case Layout page layout and Student Record compact layout, also assigned to the support staff profile

In higher ed orgs, Student Success Hub provides these Contact and Case assets.

- Contact object
    
    - The Support Contact Layout page layout, assigned to the support staff and System Administrator profiles
    - The Contact Layout - Student page layout, assigned to the student profile
- Case object
    
    - The Student Record Case Layout page layout, assigned to the support staff and System Administrator profiles
    - The Student Record compact layout, assigned to the support staff profile
    - The Case Layout - Student page layout, assigned to the student profile

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note For information about the Support Queue Case layout and compact layout, see [Set Up Queue Management](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_queue.htm&release=264.0.0&type=5 "Complete these tasks to get queue management up and running in your Student Success Hub org.").

## Customize the Contact or Case Record Page Layout

To edit the page layout, such as to change the order of the fields, buttons, or related lists on the page, do the following.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note In orgs licensed and configured for student Users and Experience Cloud sites, we recommend displaying a minimal set of fields in the Case Layout - Student page layout so that students don't see more than they need to.

1. From Setup, in Object Manager, click the object whose layout you want to edit.
2. Click **Page Layouts**, and then click the page layout name.
3. Edit the layout and save your changes.

For more information, see [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/articleview?id=customize_layoutcustomize_pd.htm&type=5) in Salesforce Help.

## Customize the Case Compact Layout

The compact layout controls which fields appear in the highlights panel at the top of the record page. If desired, add or remove fields from the Case compact layout.

1. From Setup, in **Object Manager**, click **Case**.
2. Click **Compact Layouts**, and then click **Student Record**.
3. Edit the layout and save your changes.

For more information, see [Compact Layouts](https://help.salesforce.com/articleview?id=compact_layout_overview.htm&type=5) in Salesforce Help.

## Confirm the Contact and Case Layout Assignments

Whichever page layouts you're using for Contact and Case records, make sure they're assigned to the proper profiles.

1. From Setup, in Object Manager, click the **Contact** or **Case** object.
2. Click **Page Layouts**, and then click **Page Layout Assignment**.
3. Click **Edit Assignment**.
4. Click **Page Layout To Use** and select the layout you want to assign.
5. Click the profile you want to assign it to and save your changes.