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            Console App for Retail Banking

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            3. Financial Services Cloud Admin Guide

            Console App for Retail Banking

            Use the standard console app for retail banking to streamline service interactions for bankers and customer service representatives (CSRs).

            Required Editions

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

            The home page of the app acts as a central hub for accessing updates, accounts, cases, and applications, as well as tasks, events, and productivity opportunities. Users can easily go through sections such as cases, leads, opportunities, and financial accounts, and generate reports and view dashboards. They can also access a customer's profile card, review interaction history, receive record alerts, create and view cases, voice calls, engagement interactions, messaging sessions, and service appointments using the Timeline component, and view financial accounts and transactions—all conveniently accessible on various object record detail pages.

            The console app has these preconfigured components on the Home page:

            • Assistant
            • Recent Items: Lists the most recently accessed records from the Account, Financial Account, and Case objects
            • Recent Records
            • Events
            • Tasks
             
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