Page layouts and global actions for client and household records
Key Takeaway
Users see the global actions in the global publisher layout assigned to their profile, so an action left out of that layout doesn't appear for them. Users set household roles in the Role field, which they reach through the Account Contact Relationship page layout.
In Agentforce Financial Services, page layouts and global actions control what users can see and do from client accounts and contacts. You set them up after you enable Agentforce Financial Services. Global actions let users log client tasks, events, and calls from the Salesforce header. The Account Contact Relationship page layout gives users the fields they need to build relationship groups and set household roles.
Where this setup fits
Setting up page layouts and global actions is one of the tasks you complete after you enable Agentforce Financial Services. Other tasks in that group include setting up user profiles and permissions, Lightning pages, and customer roles. The goal of these tasks is to give users access to actions and related lists from accounts and contacts.
Page layout and global action setup for Agentforce Financial Services is available in Lightning Experience in Professional, Enterprise, and Unlimited Editions.
You need the "Customize Application" permission to create actions and to customize action layouts and page layouts. To only view page layouts, the "View Setup" permission is enough.