Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Actions to Custom Object Page Layouts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Actions to Custom Object Page Layouts

            Enable clone, delete, and edit actions for Financial Services Cloud custom objects so that users can access them on record detail pages in Lightning Experience.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From the management settings for each custom object whose actions you want to manage, such as Financial Accounts, go to Page Layouts.
            2. Select Edit next to each page layout you want to add actions to.
            3. Select the Mobile & Lightning Actions category in the palette, and then drag these actions to the Salesforce Mobile and Lightning Experience Actions section.
              • Clone
              • Delete
              • Edit
            4. Save your changes.
            5. Repeat these steps for each custom object’s page layout, as needed.
             
            Loading
            Salesforce Help | Article