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            Customize the Page Layouts with Source System ID for Transaction Dispute Management

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            Customize the Page Layouts with Source System ID for Transaction Dispute Management

            Add the Source System ID field to the Financial Account and Account page layouts. This field shows the ID of the record in the core banking system. The ID determines which account to pull data from in the core banking system.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create and edit page layouts: Customize Application

            The Financial Services Cloud managed package must be installed in Salesforce before you can complete these steps.

            1. Update the page layouts.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Financial Account, then select Financial Account.
              3. In Page Layouts, click Financial Account (Banking) Layout.
              4. In the Quick Find box, enter Source System ID.
              5. Drag the Source System ID field to the Information pane.
              6. Save your changes.
              7. Complete steps b through f for other Account and Financial Account page layouts.
            2. Update the Source System ID field.
              1. From the App Launcher, find and select Retail Banking.
              2. From the Retail Banking app menu, click Financial Accounts.
              3. Update the Source System ID field for the financial accounts with your core banking system ID.
             
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            Salesforce Help | Article