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            Create a Request Insurance Proof Action

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            1. Salesforce Help
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            3. Digital Insurance

            Create a Request Insurance Proof Action

            To give your users quick access to the Request Insurance Proof Omniscript, create an action launcher deployment that uses the service process template. If you have an existing action launcher deployment, add the Request Insurance Proof Omniscript to it.

            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
            1. In Setup, in the Quick Find box, enter Action Launcher, then click Action Launcher. If you can't see Action Launcher, you need the Industries Service Excellence permission set. Contact your Salesforce Admin for help.
            2. Click New Deployment.
            3. Click Next.
            4. Enter a label and an API name.
            5. In Guidance to Show, select OmniScripts.
            6. Click Next.
            7. In the Available Objects list, select Account and move it to the Selected Objects list. The selected objects determine the objects where you can show the action.
            8. Click Next.
            9. In Select actions to add, select Request Insurance Proof action.
              The Omniscript must be activated to see it in the list. If you created a unique Omniscript with a different name, select your customized Omniscript.
            10. To add the Omniscript to the action launcher, click the + sign.
            11. Save your changes.
             
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