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            Work with Quick Actions on Policy Records

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            3. Financial Services Cloud Admin Guide

            Work with Quick Actions on Policy Records

            Insurance agents can accomplish different policy-related tasks without switching tabs. They can invoke standard and custom quick actions on policy records from within the Policy component.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            On the Policy component, expand the policy group, and click the Quick action menu botton. icon at the top-right corner of the policy record. Click the required action on the dropdown menu to invoke it.

             
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