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            Page Layouts and Global Actions Setup

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            1. Salesforce Help
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            3. Financial Services Cloud Managed Package Installation Guide

            Page Layouts and Global Actions Setup

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

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. 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.
            2. 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.
             
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            Salesforce Help | Article