The Financial Accounts object includes new record types, such as Checking Account and Auto Loan, to support banking needs. These record types have customized page layouts that optimally display information for each account type.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
This is a Financial Services Cloud managed package feature.
- From Setup, open Object Manager.
- Open the Object as indicated in the table below and then click Record Types.
- Click Page Layout Assignment and then Edit Assignment.
- For the record type indicated in the table, select the cell for the personal banker profile or the record type column, where assigning the layout to all profiles, and assign the page layout defined in the table.
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Save your changes.
Object Record Type Layout Profiles Account Individual Account (Retail Client - Individual) Layout Personal Banker Billing Statement Debit Debit Billing Statement Layout All Contact Individual Contact (Retail Client - Individual) Layout Personal Banker Lead General Lead (General) Layout All Lead Retirement Planning Lead (General) Layout All Opportunity General Opportunity (General) Layout All Opportunity Wallet Share Opportunity Opportunity (Wallet Share) Layout Personal Banker