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            Customize the Page Layouts With Source System ID

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            3. Financial Services Cloud Admin Guide

            Customize the Page Layouts With Source System ID

            Add the Source System ID field to the Financial Account and Account page layouts. This field shows the ID of the record 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 set up Address Update service process:

            Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, Business Rules Engine

            Case, Service Catalog Request, and Document Checklist Items objects Read, Create, Edit, Delete, View All Records

            Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension OR FSC Service

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Address Update service process:

            Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, and Business Rules Engine

            Case, Service Catalog Request, and Document Checklist Items objects: Read, Create, Edit, Delete

            Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects: Read, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard

            The Financial Services Cloud managed package must be installed in Salesforce before you can complete these steps.

            1. Update the page layouts.
              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.
                Source system ID field
              6. Save your changes.
              7. Complete steps b through f for other Account and Financial Account page layouts.
            2. Update the Source System ID field.
              1. From the App Launcher, select Retail Banking Console.
              2. From the Retail Banking Console app menu, click Financial Accounts.
              3. Select a Financial Account.
              4. Update the Source System ID field with your core banking system ID.
              5. Complete steps b through d for other Account and Financial Account page layouts.
             
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