Lightning Pages for Financial Services

Give users the most important information about their books of business.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Assign Financial Services Home Pages to Apps and Profiles
Assign Financial Services home pages to different apps and app-and-profile combinations to give your users access to a Home page perfect for their role.
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.

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