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            Assign Lightning Pages to Display Financial Services Data

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Assign Lightning Pages to Display Financial Services Data

            You can assign different Lightning pages to the various Financial Services apps to display specific account record types. You can also choose which profiles can access the page. The two-column page layout is ideal for the Retail Banking app, the one-column layout is best suited to the Retail Banking Console, and the three-column suits both apps.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            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 you want to assign, as shown in the table.
            3. Click Activation.
            4. Click the App, Record Type, and Profile tab.
            5. Click Assign to Apps, Record Types, and Profiles.
            6. Select the apps, and click Next.
            7. Select the record type, and click Next.
            8. Select the profiles, and click Next.
            9. Review and save your assignments.
              Lightning Page Name App Record Type Profile
              Client Record Page Wealth Management Individual Advisor, System Admin
              Client Record Page Wealth Management Household Advisor, System Admin
              Banking Business Account Page Retail Banking, Retail Banking Console Business Advisor, Personal Banker, System Admin
              Banking Business Contact Page Retail Banking, Retail Banking Console Business Advisor, Personal Banker, System Admin
              Banking Household Page - One Column Retail Banking Console Household Advisor, Personal Banker, System Admin
              Banking Household Page - Two Column Retail Banking Household Advisor, Personal Banker, System Admin
              Banking Individual Page - One Column Retail Banking Console Individual Advisor, Personal Banker, System Admin
              Banking Individual Page - Two Column Retail Banking Individual Advisor, Personal Banker, System Admin
             
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