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            Action Launcher

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            3. Financial Services Cloud Admin Guide

            Action Launcher

            By using the Action Launcher component, service agents can resolve customer queries more quickly and efficiently. They can use the Action Launcher component to search for and launch quick actions, OmniScripts, Screen flows, Field Service Mobile flows, and Autolaunched flows.

            Action Launcher is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited Editions.

            For example, let's consider a customer service call in a retail banking scenario. The customer calls a service agent and places an order for a checkbook. To resolve this query quickly, the agent can launch the relevant quick action, OmniScript, or flow, from the Action Launcher component and create a request for a new checkbook. To enable an agent to search for and launch an action from the Action Launcher component, ensure that the relevant quick actions, OmniScripts, or flows are configured in the corresponding Action Launcher deployment.

            Note
            Note To make Action Launcher available to Financial Services Cloud users, assign the Industries Service Excellence permission set license.

            To learn how to access action launcher, create an action launcher deployment, and types of actions, see Action Launcher.

             
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