---
schema_version: "1"
id: f03816371bff7552fa974d327d6343dd2d704a92d568969d7f0f2f6f8848f296
title: Add Quick Actions in Client Segmentation App (Managed Pacakge)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_wave_quick_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_wave_quick_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10a31331452ce5fc623c17eecbe61811d12c741488aa9de513e6e6ec17f04fc3
description: Quick actions let users take advantage of Salesforce actions from client details in Client Segmentation App.
products:
  - Financial Services
release: "264"
---
# 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

<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>

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/fsc_managedpackage_icon.png) _This is a Financial Services Cloud managed package feature._

![Analytics quick actions menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/wealth_management/fsc_wave_quick_action.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)
    
    Note The managed Account Contact Relationship layout displays a message that the layout is managed.
    
    ![managed layout message](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/wealth_management/fsc_managed_acr_layout.png)
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.