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            Create Account Field Set for Retail Banking (Managed Package)

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            Create Account Field Set for Retail Banking (Managed Package)

            Create a custom field set to include account information on the personal banker profile’s Financials tab.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions.

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

            1. From the object management settings for accounts, go to Field Sets, and then click New.
            2. Enter Financial Accounts Summary as the Field Set Label.
            3. Enter FSC_Banker_Profile_Fin_Acct_Summary as the Field Set Name.
            4. Enter Personal Banker profile’s Financials tab in the Where is this used? field.
            5. Save your changes.
            6. Drag these fields from the palette, and then drop them in the In the Field Set container: Total Bank Deposits (Name: TotalBankDeposits), Total Outstanding Credit (Name: TotalOutstandingCredit), and Total Number of Financial Accounts (Name: TotalNumberOfFinAccounts).
            7. Save your changes.
             
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