Configure Account Page Layout - Lightning

If you are not installing to Lightning, please go to Step 13 to install to Classic

If you are not installing Relationship Maps or Account Plan, skip ahead to Step 15

To configure the Account Page in Lightning, go here‍

Open any Account Record
* If you don't see an Account, be sure you view 'All Records' so that an Account Record will be displayed
Go to the Gear Icon in the top right and Select Edit Page
In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
On the right panel, click Add Tab (A new tab named ‘Detail’ will appear)
Select the new Detail tab
From the tab name menu, select Custom
Enter Relationship Maps (plural) in the Custom Tab Label field
Click Done to add the new Relationship Maps tab
Click on the new 'Relationship Maps' tab in the page layout work space area, this will reveal the empty component space
Drag ClosePlan: Account Maps from the left panel under the section Custom - Managed to the Relationship Maps component space
Click Save in the top right corner to save the changes to the page layout
You may also be prompted to activate the page

On the Pop up window 'Page Saved' click Activate
On the Pop up window 'Activation: Opportunity Record Page' click Assign as Org Default
On the Pop up window 'Assign Form Factor' click Next
On the Pop up window 'Review assignment' click Save

Click the white arrow on the blue field in the top left corner to complete this step and return to the Account page view.
Continue to Step 13 if you will configure Classic layout. If not, please go to Step 15

Please Note: If you are also adding Account Planning, you will create a 2nd tab called 'Account Plan' in the same way, and add the Account Plan component to the component space.
• Tab Name: Account Plan
• Component: ClosePlan: Account Plan