Extend Pages for Households

Using Application Composer, you can change many items that appear on the pages for households.

Use Application Composer to modify the following pages:

• Households landing page

• Create Household page

• Edit Household page

For example, you can:

• Hide or show standard fields.

• Set fields as required.

• Set field default values.

• Reorder columns.

• Change column labels.

• Add custom fields (all types).

Note: To extend the application set of pages for households, use the Household object in Application Composer.

Households Landing Page

You can modify the Households landing page, also referred to as the Households list page. For example, you can hide standard household fields or show custom household fields. To modify the Households landing page:

1. Navigate to the Household object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, click Edit Summary Table for Household.

Create Household Page

You can modify the Create Household page. For example, you can hide standard household fields, make a field required, add a default value, and show custom household fields. To modify the Create Household page:

1. Navigate to the Household object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Creation Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

   To enhance runtime usability for your end users, optionally group custom fields into field groups.

Note: Custom fields that you add to the Household object and then select for display in a page layout appear on the Create Household page, before the address set of fields.

Edit Household Page

The Edit Household page consists of multiple subtabs that display along the left side of the page. You can modify most of these subtabs. For example, you can also add custom subtabs to display records from child or related objects.

To add custom fields to certain subtabs available from the Edit Household page, you must first navigate to those subtab target objects in Application Composer to create the fields. After creating the fields on the target object, you can then navigate to the required details page layout for the Household object to add those fields to the relevant subtabs.

To modify the Edit Household page:

1. Navigate to the Household object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

4. When making changes to the Edit Household page, select the subtab you want to change first. The following subtabs are available from the Edit Household page. Use the following subtabs to configure which standard and custom fields display at run time.

   The changes you make to these subtabs are unique to the Edit Household page. For example, the changes you make to the Opportunities subtab on the Edit Household page are not reflected on the Opportunities subtab on the Edit Contact page.

   • Overview

   • Profile

   • Team

     Use the Sales Account Resource and Sales Account Territory objects to create custom fields as needed.

   • Assets

     Use the Asset object to create custom fields as needed.

   • Opportunities

     Use the Opportunity object to create custom fields as needed.

   • Leads

     Use the Lead object to create custom fields as needed.

   • Relationships

     This subtab has both a Household Contacts list as well as an Other Relationships list.

     Use the Contact object to create custom fields as needed, before you configure the Household Contacts list here.

     Use the Relationship object to create custom fields as needed, before you configure the Other Relationships list here.

   • Notes

     Use the Note object in Application Composer to create custom fields as needed, and to extend this subtab.

     On the Application Pages tab for the Note object, edit the default creation page layout or duplicate it to create a new layout.

     The Notes list page isn't extensible.

   • Activities

     Use the Activity object in Application Composer to extend this subtab.

     On the Application Pages tab for the Activity object, click Edit Embedded Summary Table (at the bottom of the page).

   • Conversations

     Not extensible from this page.