The Banking home page is tailored to the needs of personal bankers.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
This is a Financial Services Cloud managed package feature.
Assign this home page to the Personal Banker profile by following these steps.
- From Setup, enter Lightning App Builder in Quick Find, then select Lightning App Builder.
- Click View for Banking Home.
- Click Activation.
- Select Assign this Home page to specific profiles and click Next.
- Select Personal Banker from the list of profiles and click Next.
- Activate your changes.