Agentforce Financial Services includes the Commercial Banking Home Page, which shows relationship managers the details they need.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
This is a Financial Services Cloud managed package feature.
New releases of Agentforce Financial Services upgrade the Lightning home pages and overwrite any changes. To add or remove Lightning components from these home pages, click Clone next to the page you want to modify in Lightning App Builder.
- From Setup, enter Lightning App Builder in Quick Find, then select Lightning App Builder.
- Click View for Commercial Banking Home Page.
- Click Activation.
- Select Assign this Home page to specific profiles and click Next.
- Select Relationship Manager from the list of profiles and click Next.
- Activate your changes.