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.

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.