Finding custom account page content records

Training course

If you are not sure where in the Document System your custom account page tabs are located, do the following to find their location:

  1. Go to your account page.
  2. Enable Easy Edit.
  3. Select Open in Content Designer.
  4. Make note of the content record location noted in the editor:
  5. Close the page.
  6. Go to RiSE > Page Builder > Manage content.
  7. Navigate through the noted folder path. The account page tabs are there and can be opened for editing.