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            Add the Action to the Person Account Page

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Add the Action to the Person Account Page

            Add the Fee Reversal action launcher component to the Person Account page layout to give your users quick access to the Fee Reversal OmniScript. Create and add a custom label to customize the name that shows in the action launcher.

            Required Editions

            User Permissions Needed
            To set up Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case and Service Catalog Request objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case, and Service Catalog Request Items objects: Read, Create, Edit, Delete

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            1. In Setup, click Object Manager.
            2. In the Quick Find box, enter Account, and then click Account.
            3. Click Lightning Record Pages and select Account Record Page.
            4. Click Edit.
            5. In the Components tab, add the Actions Launcher to the record page.
            6. In the properties pane, in the Action Launcher Deployment, select the action launcher deployment name that you created in the Create Address Update Action topic.
              Add action launcher component
            7. Save your changes.

            See Also

             
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