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Add the Estate Planning Action to the Account Page

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Add the Estate Planning Action to the Account Page

To give your users quick access to the Estate Planning Omniscript, add the Estate Planning action launcher component to the account page layout.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To add an action to the account page:	Customize Application

In Setup, click Object Manager.
In the Quick Find box, enter Account, and then select Account.
Click Lightning Record Pages, and select Account Record Page.
Click Edit.
On the Components tab, add Action Launcher to the record page.
In the properties pane, select the action launcher deployment that you created when you created an Estate Planning action .
Save your changes.