Assign Financial Services home pages to different apps and app-and-profile combinations to give your users access to a Home page perfect for their role.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Note New releases of Financial Services upgrade the Lightning home pages and overwrite any
changes. To add or remove Lightning components from a home page, clone the page. Click
Clone next to the page you want to modify in Lightning App
Builder.
- From Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
- Click View next to the Lightning page that you want to assign as a home page, as shown in the table.
- Click Activation.
- If you created a page or opened a page that needs adjustment, make the necessary changes, click Save, and then click Activate.
- On the activation screen, click the tab to assign the page to a combination of Lightning apps, record types, and profiles.
- Follow the steps to activate the page.
-
Review and save your changes.
Lightning Page Name Profile Home System Administrator, Advisor Banking Home Page Personal Banker Commercial Banking Home Page Relationship Manager