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            ​​Add the Cancel Insurance Policy Action to the Account Page

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            3. Financial Services Cloud Admin Guide

            ​​Add the Cancel Insurance Policy Action to the Account Page

            Add the Cancel Insurance Policy action launcher component to the account page layout to give your users quick access to the Cancel insurance Policy Omniscript.

            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. In the Components tab, add Action Launcher to the record page.
            6. In the properties pane, in the Action Launcher Deployment, select the action launcher deployment name that you created when you created the Cancel Insurance Policy action.
            7. Save your changes.
             
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