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            Add Global Actions to Publisher Layouts

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            3. Financial Services Cloud Managed Package Installation Guide

            Add Global Actions to Publisher Layouts

            A global action lets users easily record details about client tasks, events, and calls by launching an action from the Salesforce header.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Replace the default actions available to users in the Salesforce mobile app and Lightning Experience.
              1. From Setup, enter Global Actions in the Quick Find box, and then select Publisher Layouts.
              2. Select New.
              3. Name the publisher layout, such as Advisor Publisher Layout.
              4. Save your changes.
              5. In the Salesforce Mobile and Lightning Experience Actions section, select the override option.
              6. Remove these actions: New Event, New Task, and Log a Call.
              7. In the palette, select the Mobile & Lightning Actions category. D
              8. Drag the actions FinServ__NewEventAdvisor, FinServ__NewTaskAdvisor, and FinServ__LogACallAdvisor to the Salesforce Mobile and Lightning Experience Actions section. Make sure that you’re dragging the correct actions by hovering over the action and checking the name .
              9. Save your changes.
            2. Assign the Advisor Publisher Layout to the Advisor profile.
              1. From the list of Global Publisher Layouts, click Publisher Layout Assignment.
              2. Select Edit Assignment.
              3. In the table, select the cell for the Advisor profile, and choose Advisor Publisher Layout from the dropdown list.
              4. In the table, select the cell for the Personal Banker profile, and choose RB Global Layout from the dropdown list.
              5. In the table, select the cell for the Relationship Manager profile, and choose RB Global Layout from the dropdown list.
                If you have created other profiles, assign them these layouts as needed.
              6. Save your changes.
             
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