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            Page Layouts and Global Actions in Financial Services

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

            Page Layouts and Global Actions in Financial Services

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

            Required Editions

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