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            Customize the Financial Account Page Layout

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Customize the Financial Account Page Layout

            Add the Source System ID field to the Financial Account page layout. This field shows the ID of the financial account 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 use Get Financial Account Details and Get Financial Account Transactions:

            Financial Services Cloud Extension OR Financial Services Cloud Foundations OR FSC Sales OR FSC Service
            To assign permissions: Customize Application
            Note
            Note The Financial Services Cloud managed package must be installed in Salesforce before you can complete these steps.
            1. In Setup click Object Manager.
            2. In the search box, enter Financial Account and select Financial Account (Banking) Layout.
            3. Click Page Layouts.
            4. In the Quick Find box, enter Source System ID.
            5. Drag the Source System ID field to the Information pane.
              Financial Account source system ID field
            6. Save your changes.
            7. Complete steps 2 through 6 for other Financial Account page layouts where you’re viewing real-time account and financial account information using the FSCFinancialAccountsSummary, FSCFinancialAccountDetails, and FSCFinancialAccountTransactionDetails components.

            See Also

             
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