Add Actions to Custom Object Page
Layouts
Enable clone, delete, and edit actions for Agentforce Financial Services custom objects so
that users can access them on record detail pages in Lightning Experience.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited
Editions |
-
From the management settings for each custom object whose actions you want to manage, such
as Financial Accounts, go to Page Layouts.
-
Select Edit next to each page layout you want to add actions
to.
-
Select the Mobile & Lightning Actions category in the palette,
and then drag these actions to the Salesforce Mobile and Lightning Experience Actions
section.
-
Save your changes.
-
Repeat these steps for each custom object’s page layout, as needed.
