Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Branch Unit Customer Related List to the Account Page Layout

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Branch Unit Customer Related List to the Account Page Layout

            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
            1. From Setup, click Object Manager, and then select Account.
            2. Click Page Layouts and select a page layout to edit, for example, Account (Business) Layout.
            3. In the object palette, select Related Lists.
            4. Drag the Branch Unit Related List from the object palette to the Related Lists container.
            5. Save your changes.
             
            Loading
            Salesforce Help | Article