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            View a Summary of Your Financial Account Details

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            View a Summary of Your Financial Account Details

            View financial accounts, transactions, and record alerts associated with the financial accounts on an account record page.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view financial account details by using the standard financial account and related objects from the Financial Account Management Standard Objects data model:

            Industry Service Excellence OR Industry Sales Excellence

            AND

            OmniStudio Admin OR OmniStudio User

            AND

            Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales
            To view financial account details by using the financial account and related objects from the Financial Services Cloud managed package:

            Financial Services Cloud Extension OR Financial Services Cloud Foundation OR FSC Sales OR FSC Service

            AND

            OmniStudio User OR OmniStudio Admin
            1. From the App Launcher, select the retail banking app.
              • If you’ve enabled the Financial Account Management Standard Objects setting, then select Retail Banking.
              • If you’re using the financial account information from the Financial Services Cloud managed package, select Retail Banking Console.
            2. From the app menu, click Accounts.
            3. Click the account whose financial account details you want to view.
              The FSCFinancialAccountsSummary card shows the financial account details.
              FSC Financial Account Summary Card
             
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