Create a Report First Notice of Loss for Homeowners Action
Create an action launcher deployment that uses the service process template to give
your users quick access to the First Notice of Loss for Homeowners Omniscript. If you have an
existing action launcher deployment, add the First Notice of Loss for Homeowners Omniscript to
it.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
User Permissions
Needed
To associate the Omniscripts for service processes with an Action Launcher
deployment:
Customize Application
From Setup, in the Quick Find box, enter Action Launcher, and
then click Action Launcher.
If you can't see Action Launcher, contact your Salesforce admin to get the Industries
Service Excellence permission set.
Edit a deployment, or click New Deployment.
Click Next.
Enter a label and an API name for the deployment.
In Guidance to Show, select Omniscripts.
Click Next.
Move Account from Available Objects to Selected Objects.
The selected objects determine the objects where you can show the action.
Click Next.
In Select actions to add, select the
/FSCINS/FNOLHomeOwnersInsurance/Multi-Language action.
Click Next.
In Select Frequently Used Actions, select the Action API Name
/FSCINS/FNOLHomeOwnersInsurance/Multi-Language Omniscript.
Note To see the Omniscript in the list, activate the Omniscript.
If you created a
unique Omniscript with a different name, select your customized Omniscript.
Save your changes.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.