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            Add the Manage Beneficiaries Action to the Account Page for Wealth Banking Service Process

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            Add the Manage Beneficiaries Action to the Account Page for Wealth Banking Service Process

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

            Required Editions

            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
            1. In Setup, click Object Manager.
            2. In the Quick Find box, enter Account, and then select Account.
            3. Click Lightning Record Pages, and select Account Record Page.
            4. Click Edit.
            5. On the Components tab, add Action Launcher to the record page.
            6. In the properties pane, select the action launcher deployment that you created when you created the Manage Beneficiaries action Create a Manage Beneficiaries Action for Wealth Banking Service Process.
            7. Save your changes.
            8. Add Investment Financial Account to the corresponding account.
              1. From the Action Launcher, go to Financial Accounts.
              2. To create a financial account, select Investment Account.
                Make sure to add Source System Identifier and set the primary owner as the person account created in the previous step. If the Source System ID field isn't present, you must add it manually.
             
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