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.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Create Engagement Records
To create engagement records, configure computer-telephony integration (CTI) systems
and Service Cloud Voice for partner telephony. See Salesforce Open CTI and Set Up Service Cloud Voice with Partner
Telephony.
Enable Timeline
-
To use the Timeline component, from Setup, in the Quick Find box,
enter Timeline Settings, and then
select Timeline, and turn on Timeline Configuration.
The console has a preconfigured Timeline component that shows the engagement interaction records for a client.
- To create a custom timeline that shows other Financial Services Cloud object records, configure the Timeline component included with the relevant console app, and add the component to the relevant record page.
Set Field-Level Security for Case Source Field
To manage and configure actions for the Case object for all the relevant profiles, set field-level security for the case source field.
- From Setup, in the Quick Find box, enter Profiles, and select a user profile relevant to the commercial banking console app.
- Go to the Field-Level Security section, locate Case, and click View.
- Click Edit, and select Edit Access for the Case Source field name.
Enable Interaction Summary
Turn on Interaction Summary so that users can capture and share interaction summaries.
- From Setup, in the Quick Find box, enter Interaction Summary, and select Interaction Summary Settings.
- Turn on Interaction Summary.
Use Action Launcher Deployment
To enable the deployment of commercial banking related service processes on your console app, use the relevant action launcher deployment.
- From Setup, in the Quick Find box, enter Action Launcher, and select Action Launcher.
- From the Out-of-the-Box Deployments section, select the service processes related to your app, and click Use Deployment. For example, if you plan to use retail banking app, then select retail banking related service processes.
Edit Account Lightning Record Page
To view a client’s financial information on the person account record page by using the prebuilt configured components, you must edit the account record page and save it.
- Enable person account in your org.
- From the App Launcher, select Retail Banking.
- To open an account record details page, click a record.
- To view a client’s financial information on the person account record page, click Edit Page on the record details page, and then click Save.
- Repeat these steps for the Account object in the commercial banking and wealth management console apps.
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