Configure the Account Contact Relationship Page Layout
Give relationship managers, personal bankers, and advisors access to the fields in the
account contact relationship layout to let them create and maintain relationship
groups.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, open Object Manager, then Account Contact
Relationship, and click Page Layouts.
From the Page Layouts section, click Page Layout
Assignment.
For the Advisor, Personal Banker, and Relationship Manager profiles, select
Account Contact Relationship Layout (Installed Package:
WealthManagement).
Save your changes.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
