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 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.
From Setup, enter Lightning App Builder in the Quick Find box, and
then select Lightning App Builder.
Click View next to the Lightning page that you want to assign as a
home page, as shown in the table.
Click Activation.
If you created a page or opened a page that needs adjustment, make the necessary changes,
click Save, and then click Activate.
On the activation screen, click the tab to assign the page to a combination of Lightning
apps, record types, and profiles.
Follow the steps to activate the page.
Review and save your changes.
Lightning Page Name
Profile
Home
System Administrator, Advisor
Banking Home Page
Personal Banker
Commercial Banking Home Page
Relationship Manager
Questo articolo ha risolto il problema?
Facci sapere, così possiamo migliorare!
Caricamento
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
