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Add Quick Actions in Client Segmentation App (Managed Pacakge)

Quick actions let users take advantage of Salesforce actions from client details in Client Segmentation App.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions

Managed Package Icon This is a Financial Services Cloud managed package feature.

Analytics quick actions menu

  1. From Setup, open Object Manager and click Account.
  2. Open Page Layouts and click Account (Individual) Layout.
  3. Verify that you are updating the managed Account Contact Relationship layout.
    Note
    Note The managed Account Contact Relationship layout displays a message that the layout is managed.

    managed layout message

  4. In the palette, select Quick Actions, and then drag each quick action to the Quick Actions in the Salesforce Classic Publisher section and the Salesforce Mobile and Lightning Experience Actions section.
  5. Save your changes.