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            Assign Page Layouts to New Treasury Service Record Type (Managed Package)

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            Assign Page Layouts to New Treasury Service Record Type (Managed Package)

            The Financial Account object includes the new Treasury Service record type to support commercial banking needs. This record type has a customized page layout that provides an optimal display of the record type information. This customized page layout is available to the Relationship Manager by default and can be added to other profiles as needed.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            Follow these steps to assign the custom page to other profiles.

            1. From Setup, open Object Manager.
            2. Open Financial Account and then click Record Types (1).
            3. Click Page Layout Assignment (2) and then Edit Assignment.
              Page Layout Assignment button
            4. For the Treasury Service record type, select the cell for the profile to which the page layout is to be added.
            5. In Page Layout To Use, select Financial Account (Treasury Service) Layout.
            6. Save your changes.
             
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