---
schema_version: "1"
id: d70759005db42dd0d4222b77f44c7711aa6b3334b25adf28d5878c824ed2c0c7
title: Add the Retail Banking Field Sets (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_banking_field_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_banking_field_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 632d3d3105322fe9223b15769234c58a05037bf54af0f20617830f51fda1af96
description: 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.
products:
  - Financial Services
release: "264"
---
# Add the Retail Banking Field Sets (Managed Package)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)

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.

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/fsc_managedpackage_icon.png) _This is a Financial Services Cloud managed package feature._

- **[Reinstall the Unmanaged Package (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_reinstall_unmanaged_package.htm&release=264.0.0&type=5)**  
    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)](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_upgrade_setup_retailbanking_fieldsets.htm&release=264.0.0&type=5)**  
    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.