---
schema_version: "1"
id: 74bb6efc7dfd686f638737bd15fb1615a548089a0d85d4815f31b63f2e5d6ae9
title: Assign Page Layouts to New Financial Account Record Types (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_assign_page_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_assign_page_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff3eb6c488adad68c37f3e7a4dd1475f9d121cde7c9af7dc63b781b18761a7b5
description: 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.
products:
  - Financial Services
release: "264"
---
# Assign Page Layouts to New Financial Account Record Types (Managed Package)

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![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._

1. From Setup, open **Object Manager**.
2. Open the Object as indicated in the table below and then click **Record Types**.
3. Click **Page Layout Assignment** and then **Edit Assignment**.
4. 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.
5. 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 |