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            Assign the Banking Home Page Layout to a Profile (Managed Package)

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            Assign the Banking Home Page Layout to a Profile (Managed Package)

            The Banking home page is tailored to the needs of personal bankers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            Assign this home page to the Personal Banker profile by following these steps.

            1. From Setup, enter Lightning App Builder in Quick Find, then select Lightning App Builder.
            2. Click View for Banking Home.
            3. Click Activation.
            4. Select Assign this Home page to specific profiles and click Next.
            5. Select Personal Banker from the list of profiles and click Next.
            6. Activate your changes.
             
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