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Set Up and Manage Retail Banking (Managed Package)
Get a 360-degree view of customers with Retail Banking, a Financial Services Cloud Lightning app. Bankers can also easily manage high-volume transactions on one screen with the Retail Banking Console. The information bankers need is supported with new objects, fields, and record types for loans, deposits, and more.
Follow these steps to enable Retail Banking features.
This is a Financial Services Cloud managed package feature.
- Create a Personal Banker Profile (Managed Package)
Create a Personal Banker profile to define the permissions and field-level security settings for all personal banker users. - Enable Personal Banker Profile Permissions (Managed Package)
Enable the permissions and field-level security setting for the Personal Banker profile. - Assign the Teller Access Permission Set (Managed Package)
Create a teller user profile and a teller user before assigning the Teller Access permission set. - Set Object Field Permissions for the Personal Banker Profile (Managed Package)
Give your personal banker users appropriate access to Account and Contact fields. - Add the Retail Banking Field Sets (Managed Package)
Using the Retail Banking field sets, you can customize the details displayed for various objects and record types. If you have not customized the field sets, add the Retail Banking field sets by installing the unmanaged package. However, if you have customized the field sets, add the Retail Banking field sets manually. - 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. - Update Lightning Page Layouts for the Banking Home Page and Retail Banking Console (Managed Package)
Lightning pages designed to help personal bankers see their key data and tasks are included with Retail Banking. Follow these steps to set up these pages for various record types and the user’s home page. - Add Personal Banker Users for Retail Banking (Managed Package)
Add Personal Banker users and assign them the Personal Banker profile and the related permission sets. Users must have these settings to access Financial Services Cloud.
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