Redirecting account and contact links to individual and group profiles
Key Takeaway
To send account and contact detail links to individual and group profiles, edit the View action on the Contact object and set its "Salesforce Classic Override" to the Visualforce page ContactDetailRedirect.
In Agentforce Financial Services, users should see a person's information on an individual or group profile, not on the individual's account or contact record. Standard links to account and contact detail pages don't lead to those profiles on their own, so an admin redirects them during initial setup.
Why detail links need a redirect
Standard URLs that point to account and contact detail pages need a different navigation path to reach an individual's information. When users click a detail page link, they should land on an individual or group profile, not on the individual's account or contact record. An override redirects these URLs. The link a user clicks stays the same, but the page it opens changes.
Dana is a relationship manager. She clicks a link to the contact detail page of her client, Sam Okafor. Before the admin sets up the override, the link opens Sam's contact record. After the override is in place, Dana clicks the same link and lands on Sam's individual profile instead.