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            Add Quick Actions to the Person Account Page Layout

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            3. Financial Services Cloud Admin Guide

            Add Quick Actions to the Person Account Page Layout

            Add the quick actions to the Person Account page layout so that they appear in the action menu on the highlights panel on Person Account record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager.
            2. In the Quick Find box, enter Person Account, and then select Person Account.
            3. Click Page Layouts, and then click Person Account Layout.
            4. On the palette, select Mobile & Lightning Actions.
            5. Drag the quick actions to the Salesforce Mobile and Lightning Experience Actions section.
            6. Save your changes.
             
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