Profile Component - PosiEd

Displaying of the Profile Component

Go to Setup > select the object that you want to display the Profile Component > go to the Record Page.

Drag and drop the Profile Component in your preferred object layout.

Setting up the fields for the Profile Component

For the Profile Component fields to be displayed, add the list of Field Sets below.

Contact Field Sets to be manually setup:

Create the field sets for the Profile Header and Profile Details first. After creating the field sets display the fields that you want to display. See details below.

  • Field Sets

    • Contact Profile Header

    • Contact Profile Details

Go to Setup > Object Manager > Contact > Field Sets > New > Contact Profile Header / Contact Profile Details

  1. Drag and drop the Student ID

image-20240430-080544.png

Go back to the Contact Field Set and select Contact Profile Details

  1. Drag and drop the Gender, Student Status, Home Phone, Email, and House

Contact Field Sets will be displayed here.

Here is a video of step-by-step instructions for Displaying and Setting up the Profile Component.