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            Create a Request Insurance Proof Action

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Request Insurance Proof Action

            To give your users quick access to the Request Insurance Proof Omniscript, create an action launcher deployment that uses the service process template. If you have an existing action launcher deployment, add the Request Insurance Proof Omniscript to it.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up the Request Insurance Proof service process: Customize Application
            1. In Setup, find and select Action Launcher.
              If you can't see Action Launcher, you need the Industries Service Excellence permission set. Contact your Salesforce admin for help.
            2. Click New Deployment.
            3. Click Next.
            4. Enter a label and an API name.
            5. In Guidance to Show, select Omniscripts.
            6. Click Next.
            7. Move Account from the Available Objects list to the Selected Objects list.
              The selected objects determine the objects where you can show the action.
            8. Click Next.
            9. In Select actions to add, select the Request Insurance Proof action.
            10. In Select Frequently Used Actions, select the Action API Name /FSCIns/RequestInsuranceProof/Multi-Language Omniscript.

              The Omniscript must be activated to see it in the list. If you created a unique Omniscript with a different name, select your customized Omniscript.

            11. Save your changes.
             
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