Customize a Lightning Page for Standard Console Apps

Customize the prebuilt Lightning pages that are shipped with the standard console apps for retail banking, commercial banking, and wealth management.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

These Lightning pages are shipped with the standard console apps:

Account (Retail Banking) Record Page: Applicable to the retail banking console app
Account (Commercial Banking And Wealth Management) Record Page: Applicable to commercial banking and wealth management console apps
Financial Account (Retail Banking) Record Page: Applicable to the retail banking console app
Financial Account (Wealth Management) Record Page: Applicable to the wealth management console app
Interaction Summary (Commercial Banking) Record Page: Applicable to the commercial banking console app

Customize a Lightning page according to your business needs.

From the Setup menu on a record details page, select Edit Page.

Note When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you edit in the Lightning App Builder. If a customized page exists and is active, when you select Edit Page, that page opens for editing.
In the Lightning App Builder, add, edit, or remove components to change the page’s layout. Reorder the components by dragging them around the canvas.
In the page properties, give your customized page a unique, descriptive label. To get to the page properties, click Page from the breadcrumb at the top of the properties pane.
Save and activate the page.

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