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Lightning record pages and apps tailored to financial services personas

Key Takeaway

A Lightning record page shows up for a combination of app, record type, and profile, which you set by activating the page in Lightning App Builder.

Agentforce Financial Services comes with prebuilt Lightning pages and apps, such as Wealth Management, Retail Banking, and Retail Banking Console. The pages give each persona, such as an advisor or a personal banker, the most important information about their book of business. Which page a user sees depends on the app they work in, the client's record type, and the user's profile. The user's profile carries their persona.

Record page assignment

A Lightning record page is assigned to a combination of app, account record type, and profile. You make the assignment in Lightning App Builder by activating the page for the apps, record types, and profiles you choose.

Because the assignment depends on all three, the same client record can look different depending on which app the user is in and which profile they hold.

Lightning pages for financial services are available in Lightning Experience on Professional, Enterprise, and Unlimited Editions.

Salesforce Accredited Agentforce Financial Services Professional Study Guide

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