Customize the Account page layout by adding the Branch Unit Customer related list to display branches an account is related to.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To use Branch Management: |
Financial Services Cloud Extension OR FSC Sales |
- From Setup, click Object Manager, and then select Account.
- Click Page Layouts and select a page layout to edit, for example, Account (Business) Layout.
- In the object palette, select Related Lists.
- Drag the Branch Unit Related List from the object palette to the Related Lists container.
- Save your changes.