Console Apps for Financial Services Cloud
Use the standard console apps for retail banking, wealth management, and commercial banking to streamline client interaction and service management. You can use these apps without installing the Financial Services Cloud managed package. These console apps have a set of prebuilt functionalities that help your bankers and customer service representatives (CSR) manage their end-to-end service interactions all in one place.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
The console apps for retail banking, commercial banking, and wealth management are available both in the Financial Services Cloud managed package and as a standard feature in your org without installing the managed package.
The standard console apps are available only when you enable the Financial Account Management Standard Objects setting. These standard console apps show financial accounts and related details from the Financial Account and related standard objects.
Here are the essential details about the console apps available in the managed package and the standard console apps:
| Financial Services Cloud Managed Package Console Apps | Standard Console Apps |
|---|---|
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Name:
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| Console apps are available only after you install the Financial Services Cloud managed package. | Console apps are available without installing the Financial Services Cloud managed package, and when you enable the Financial Account Management Standard Objects setting. |
| Console apps use the standard Salesforce record details page format to show the details. An agent or a CSR must do multiple hops or clicks to view different details about a client. | Console apps use the service console interface with a set of prebuilt functionalities to show the details. This interface helps your bankers and CSRs resolve customer queries with a unified, holistic view. CSRs can verify a customer’s identity, view a timeline of interactions with the customer, view financial account details, and get visibility into related cases. They can also receive record alerts, take contextual actions, and capture interaction details—all conveniently accessible on various object record detail pages.. |
- Assign Permissions for Financial Services Cloud Console Apps
Assign permission sets to users to access the standard console apps for retail banking, commercial banking, and wealth management. - Set Up the Financial Services Cloud Standard Console Apps
To set up and use the standard console apps for retail banking, commercial banking, and wealth management, complete these prerequisites. - Enable Financial Account Management Standard Objects for Console Apps
To access and use the standard console apps for retail banking, commercial banking, and wealth management, enable the Financial Account Management Standard Objects setting. - Best Practices for Customizing the Financial Services Cloud Console Apps
You can customize the console apps to suit your business requirements. - 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. - Console App for Commercial Banking
Commercial bankers can manage complex and changing customer requirements, compliance issues, and the competitive landscape with an easy-to-use and comprehensive console application for commercial banking. - Console App for Retail Banking
Use the standard console app for retail banking to streamline service interactions for bankers and customer service representatives (CSRs). - Console App for Wealth Management
Use the standard console app for wealth management to streamline client interaction and service management for wealth managers. The user-friendly interface offers a centralized hub for accessing key updates, accounts, cases, and applications, as well as tasks, events, and opportunities for efficient time management.
