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Replace the Financial Services Cloud Home Page

Knowledge Article Number 000239817
Description Follow these steps to replace the Financial Services Cloud Home Page when using Lightning Experience. 

Note: These steps are for orgs using Lightning Experience. 

Manage the Navigation Menu for Users

You must replace the existing custom home tab with the standard Home tab in the navigation menu. 
  1. In Lightning Setup, search for "Navigation" in the Quick Find box. 
  2. Select Navigation Menus
  3. Select in Edit in the Financial Services Cloud drop-down.
  4. Select Next.
  5. From Menu Items, remove the existing Home item. 
  6. Add the standard Home tab and move it to the top of the list.
  7. Click Next
  8. On the Profile Assignment page, modify profile assignments, as necessary.
  9. Click Save and Finish
  10. Refresh the app.  

Configure the Home Page

Configure the Home page so you can make the most of Lightning Experience components. 
  1. Navigate to the Standard Home page. 
  2. From the Setup menu, click Edit Page. The Home page opens in the Lightning App Builder.
  3.  Remove these components: Recent Records, Top Deals, and Today's Tasks.
  4. Optionally, from the right pane, click Page to enter a new page label and description.
  5. Drag one of more of these Financial Services Cloud components to the page: FinServ:taskCard, FinServ:leadCard, FinServ:opportunityCard, or FinServ:birthdayCard. 
  6. Click Save.

Activate the Home Page

Now that you've configured the Home page, activate it and assign it to profiles. Your users can't see the new Home page until you activate it. 
  1. From the Page Save dialog, click Activate
  2. Select an activation option.
  3. Click Next.
  4. If you choose to assign the page to specific profiles, select one or more profiles and then click Next.
  5. Review the assignments and click Activate.
  6. Click Back to exit the App Builder. 



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