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            Customize Financial Account and Account Layouts with Source System ID

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            Customize Financial Account and Account Layouts with Source System ID

            Update the Financial Account page layout to show the Source System ID field for records that exist in the core banking systems. This field shows the ID of the record and determines which account to pull data from in the core banking system. To help users quickly identify which core banking account the Salesforce record represents, add the Source System ID to the account search layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To create and edit page layouts: Customize Application
            1. Customize the financial account page layout to show Source System ID.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Financial Account, and 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.
            2. Customize the account search layout to show Source System ID in the search results list.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Financial Account, and then select Financial Account.
              3. Select Search Layouts.
              4. To edit the layout, from the dropdown menu across from layout, select Edit.
              5. Move the Source System IDfield from Available Fields to Selected Fields.
              6. Save your changes.
             
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