---
schema_version: "1"
id: 881aa8a876f8f61836173d6d19f85b6832ed03b7e417acb33f6dde4bd59dc7c9
title: Add Global Actions to Publisher Layouts for Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_global_actions_to_publisher_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_global_actions_to_publisher_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1a23a618be4104a7dd10d3b6f2adb6cdf1306426c67a66f52c00df3ff0186f4a
description: A global action lets users record details about client tasks, events, and calls directly from the Salesforce header.
products:
  - Financial Services
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. Create a publisher layout.
    1. From Setup, enter Global Actions in the Quick Find box, and then select **Publisher Layouts**.
    2. Click **New**.
    3. Name the publisher layout, such as Advisor Publisher Layout.
    4. Save your changes.
2. Assign publisher layouts to profiles.
    1. From the list of Global Publisher Layouts, click **Publisher Layout Assignment**.
    2. Click **Edit Assignment**.
    3. In the table, select the cell for the Advisor profile and choose **Advisor Publisher Layout** from the dropdown.
    4. Repeat to assign the appropriate publisher layout to the Personal Banker and Relationship Manager profiles.
    5. If you created other profiles, assign them layouts as needed.
    6. Save your changes.