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
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.
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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