Page Layouts and Global Actions in Financial Services

Give users access to actions and related lists from accounts and contacts in Financial Services.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Add Global Actions to Publisher Layouts for Financial Services
A global action lets users record details about client tasks, events, and calls directly from the Salesforce header.
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.

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