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            Assign a Home Page Layout to Specific Apps, Record Types, and Profiles

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            3. Financial Services Cloud Managed Package Installation Guide

            Assign a Home Page Layout to Specific Apps, Record Types, and Profiles

            Assign Financial Services Cloud home pages to different apps and app-and-profile combinations to give your users access to a Home page perfect for their role.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note New releases of Financial Services Cloud upgrade the Lightning home pages and overwrite any changes. To add or remove Lightning components from a home page, clone the page. Click Clone next to the page you want to modify in Lightning App Builder.
            1. From Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
            2. Click View next to the Lightning page that you want to assign as a home page, as shown in the table.
            3. Click Activation.
            4. If you created a page or opened a page that needs adjustment, make the necessary changes, click Save, and then click Activate.
            5. On the activation screen, click the tab to assign the page to a combination of Lightning apps, record types, and profiles.
            6. Follow the steps to activate the page.
            7. Review and save your changes.
              Lightning Page Name Profile
              Home System Administrator, Advisor
              Banking Home Page Personal Banker
              Commercial Banking Home Page Relationship Manager
             
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