Salesforce UI Redesign: Account & Contact

Salesforce UI alignment: Accounts & Contacts

Objective
Align the Account and Contact record-page layout with the existing customized Lead view, so users see the same structure, field grouping, and workflow-relevant information across all three objects.

The attached Lead screenshot should be used as the visual reference.

Scope of work
Configure the Account and Contact Lightning record pages to mirror the Lead page design as closely as permitted by the respective standard/custom fields.

Implement:
- A consistent Details / Activity / Chatter tab structure.
- The same section-based layout and visual ordering used in Leads:
- Individual / Contact information
- Company information
- Address information
- Comments
- Investment-related data
- Events
- Ownership / relationship fields, where applicable
- Consistent field labels, two- or three-column formatting, section headers, and edit behavior.
- Placement of related lists and activity history in the right-hand Related panel, consistent with the Lead page.
- Mapping of Lead fields to their equivalent Account and Contact fields. Where no direct equivalent exists, retain the relevant business information through an existing custom field or flag it for a business decision.
- Correct visibility and edit permissions by user profile/permission set.

Reference fields from Lead screen
The Lead layout currently includes approximately the following groups and fields:

Section Example fields to mirror or map
Individual Salutation, First Name, Last Name
Company Company Name, Account Type, Asset Class, Lead Role
Contact Email, Phone
Address Street, Postal Code, City, State, Country
Comments Comment
Investment Investment, Investment Date, Wire Date, Wire Description, Shareholder ID
Events Event
Relationship Lead Contact, Lead Owner
Related panel Interactions, MOMS, Activity History and relevant related records

For Accounts and Contacts, use the closest standard or existing custom field equivalent. Do not create new custom fields unless a required Lead field has no suitable destination and the business owner approves the field definition.

Deliverables
Updated Account Lightning record page.
Updated Contact Lightning record page.
Field-mapping document showing:
- Lead field
- Corresponding Account field
- Corresponding Contact field
- Any missing field or required business decision
- Configuration completed first in the Salesforce sandbox/UAT environment.
- Production deployment after approval.

Testing and go-live
Test the configuration with representative Account and Contact records and confirm:
- Field values display correctly.
- Inline editing works where intended.
- Related lists, activities, and custom objects are visible to the correct users.
- No existing page functionality, automation, or permissions are disrupted.
- Desktop usability is consistent with the Lead screen.
Obtain business/UAT sign-off before production deployment. Deploy during a low-impact window and perform a short post-deployment smoke test.