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Create Field Sets for Retail Banking (Managed Package)
When you heavily customize field sets in your implementation, it’s easier to add the Retail Banking field sets than install the unmanaged package and reapply your customizations.
This is a Financial Services Cloud managed package feature.
- 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. - Create Financial Account Field Sets for Retail Banking (Managed Package)
Create custom field sets to include financial account information on the Financials tab for client and household profiles. - Create Lead Field Sets for Retail Banking (Managed Package)
Create custom field sets to include lead information on the global referral form and the client profile’s Referrals tab.
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