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            Configure the Account Contact Relationship Page Layout for Financial Services

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

            Configure the Account Contact Relationship Page Layout for Financial Services

            Give advisors, personal bankers, and relationship managers access to the fields in the account contact relationship layout to create and maintain relationship groups.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager, then Account Contact Relationship, and click Page Layouts.
            2. Click Page Layout Assignment.
            3. For the Advisor, Personal Banker, and Relationship Manager profiles, select Account Contact Relationship Layout.
            4. Save your changes.
             
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            Salesforce Help | Article