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            Best Practices for Customizing the Financial Services Cloud Console Apps

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            Best Practices for Customizing the Financial Services Cloud Console Apps

            You can customize the console apps to suit your business requirements.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            From the App Manager page in Setup, you can edit and customize your app basics. The only thing that you can’t change is the app’s developer name. We recommend that you:

            • Update the name, description, and branding for the app.
            • Add other items, such as quick text, macros, products, and contracts. The Service Console app includes cases, contacts, accounts, reports, dashboards, chatter, and Home by default.
            • Add other utilities, such as an Open CTI softphone, Omni-Channel, Macros, and Customer Insights.
            • Assign the app to the appropriate user profiles, such as your service agent profiles.
              Note
              Note The retail banking, commercial banking, and wealth management console apps are automatically assigned to all standard and custom user profiles. You can modify these assignments to make sure that only the right people have access to the app.

            To customize the Lightning pages in your console, use the Lightning App Builder to create the record pages.

             
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