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            Configure the Action Launcher for Service Processes

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            3. Financial Services Cloud Admin Guide

            Configure the Action Launcher for Service Processes

            Enable service representatives to find and launch service processes by using the Action Launcher component. Create a deployment that groups your service actions, and then add the Action Launcher to the Account record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.
            User Permissions Needed
            To associate the Omniscripts for service processes with an Action Launcher deployment: Customize Application
            1. Create an action launcher deployment.
              1. From Setup, in the Quick Find box, enter Action Launcher, and then select Action Launcher.
              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 the specific Omniscript for your service process.

                See Financial Service Processes Artifacts and Components for the exact name of the Omniscript required for your service process.

              10. Click Next.
              11. Save your changes.
            2. Add the action launcher to the account record page.
              1. In Setup, click Object Manager.
              2. In the Quick Find box, enter Account, and then select Account.
              3. Click Lightning Record Pages.
              4. Select your active account record page.
              5. Click Edit.
              6. From the Components tab, drag the Action Launcher component onto the page canvas.
              7. With the Action Launcher component selected, look at the Properties pane.
              8. In the Action Launcher Deployment field, search for and select the action launcher deployment that you created.
              9. Save and activate your changes.

            The Action Launcher component now appears on the Account page. Service representatives can use the search bar within the component to find the required service process and open the process immediately. If you’re setting up card-related service processes, you can also add the action launcher component to the card record page.

            See Also

             
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