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            Customize the Preconfigured Action Launcher Deployment and Enable Interaction Summaries

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            Customize the Preconfigured Action Launcher Deployment and Enable Interaction Summaries

            Edit the Collection Plan Processes deployment in Action Launcher to include the Capture Collections-Related Interaction quick action. Then, turn on Interaction Summary to view customer interactions on a collection plan record page.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To edit the preconfigured Action Launcher deployment:

            Industry Service Excellence

            AND

            Collections and Recovery Admin
            1. Create a global quick action to send email. Create Send Email global action.When creating the action, set these values.
              • Action Type: Send Email
              • Target Object: Outgoing Email
              • Label: Email
              • Name: SendEmail
            2. Create a global quick action to create a record. Create a global action to create a record.When creating the action, set these values.
              • Action Type: Create a Record
              • Target Object: Note
              • Label: New Note
              • Name: NewNote
            3. From Setup, in the Quick Find box, enter Action Launcher, and then click Action Launcher.
            4. Click the action menu on the Collection Plan Processes deployment, and select Edit.
            5. Select Buttons, flows, links, and quick actions, and click Next.
            6. Click Next.
            7. On the Select actions to add window, find and select these quick actions, and click Next.
              • Capture Collections-Related Interaction
              • Send Email
              • Create a Record
            8. To view customer interactions on the collection plan record page, turn on Interaction Summary.
              1. From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings.
              2. Turn on Interaction Summary.
            9. Save the changes.
             
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