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            Assign the Commercial Banking Home Page to a Relationship Manager (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Assign the Commercial Banking Home Page to a Relationship Manager (Managed Package)

            Financial Services Cloud includes the Commercial Banking Home Page, which shows relationship managers the details they need.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

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

            New releases of Financial Services Cloud upgrade the Lightning home pages and overwrite any changes. To add or remove Lightning components from these home pages, click Clone next to the page you want to modify in Lightning App Builder.

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