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Add the Request Insurance Proof Action to the Person Account Page
To give your users quick access to the Request Insurance Proof OmniScript, add the Request Insurance Proof action launcher component to the person account page layout.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To set up the Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- In Setup, click Object Manager.
- In the Quick Find box, enter Account, and then select Account.
- Click Lightning Record Pages, and select Account Record Page.
- Click Edit.
- On the Components tab, add the Action Launcher to the record page.
- In the properties pane, in Action Launcher Deployment, select the action launcher deployment name that you entered earlier when you created the Request Insurance Proof action.
- Save your changes.
