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Nonprofit Hands-on Assignments
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Nonprofit Hands-on Assignments
Formula Hands-On Assignments
User Interface
User Interface Tips/Activities
Screen Flow Hands-On Assignments
User Interface
User Interface
Use Case
Major Gift Officers want to show information from the primary contact record.
Tip #1: Create Update Actions
Example:
Basic Account Info
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Fields on Update Action
Tip 2: Add Related Record onto Lightning Record Page
Update Actions allow you to use the Related Record Component
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