Using the Retail Banking field sets, you can customize the details displayed for various objects and record types. If you have not customized the field sets, add the Retail Banking field sets by installing the unmanaged package. However, if you have customized the field sets, add the Retail Banking field sets manually.
Note If you’ve made just a few customizations to your field sets, we recommend that you make a
note of these customizations, install the unmanaged package, and then reapply the
customizations.
This is a Financial Services Cloud managed package feature.
- Reinstall the Unmanaged Package (Managed Package)
To add the Retail Banking field sets, first remove the unmanaged package from your installation and then install the latest unmanaged package. - Create Field Sets for Retail Banking (Managed Package)
When you heavily customize field sets in your implementation, it’s easier to add the Retail Banking field sets than install the unmanaged package and reapply your customizations.