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            Assign Page Layouts to New Financial Account Record Types (Managed Package)

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            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

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

            Managed Package Icon 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
             
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