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            Create a Report and Replace Cards Action

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create a Report and Replace Cards Action

            Create an action launcher deployment that uses the service process template to give your users quick access to the Report and Replace Cards Omniscript. If you have an existing action launcher deployment, add the Report and Replace Cards Omniscript to it.

            Required Editions

            User Permissions Needed
            To set up the Report and Replace Cards service process: Customize Application
            1. From Setup, in the Quick Find box, enter Action Launcher, and then select Action Launcher.
              If you can't see Action Launcher, contact your Salesforce admin to get the Industries Service Excellence permission set.
            2. Edit a deployment, or click New Deployment.
            3. Click Next.
            4. Enter a label and an API name for the deployment.
            5. In Guidance to Show, select Omniscripts.
            6. Click Next.
            7. Move Account from Available Objects to Selected Objects.
              The selected objects determine the objects where you can show the action.
            8. Click Next.
            9. In Select actions to add, select all actions.
            10. Click Next.
            11. In Select Frequently Used Actions, select Action API Name /FSC/ReportandReplaceCards/Multi-Language Omniscript.
              Note
              Note To see the Omniscript in the list, the Omniscript must be activated.

              If you created a unique Omniscript with a different name, select your customized Omniscript.

            12. Save your changes.

            See Also

             
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