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            Add Customer Onboarding Button to Action Launcher in Communications Service Console

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            Add Customer Onboarding Button to Action Launcher in Communications Service Console

            To help sales reps and customer service reps to quickly onboard a customer from the Communications Service Console, add the Customer Onboarding button to the Action Launcher.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To add the Customer Onboarding button to Action Launcher:

            Business Process for Communications

            AND

            Industry Service Excellence

            AND

            Service Console for Communications
            1. From Setup, in the Quick Find box, enter Industry Service Excellence, and select Deployments.
            2. Click New Deployment, and then click Next.
            3. Enter Customer Onboarding as the label and API name.
              Note
              Note You can enter any name for the deployment.
            4. In the Guidance to Show section, select flows, and then click Next.
            5. Move the Account object to the Selected Objects section, and click Next.
            6. Select the Customer Onboarding flow, and click Next.
            7. To add Customer Onboarding flow, click Add a flow.
            8. Save your changes.
            9. From the App Launcher, find and select Communications Service Console.
            10. Open any account page.
            11. From the Setup menu, select Edit Page.
              The account page opens in the Lightning App Builder.
            12. Drag the Action Launcher component to the record page layout.
            13. Select the Action Launcher deployment that you created.
            14. Save and activate your changes.
            15. On the App Default tab, select Communications Service Console, and then click Next.
            16. Save your changes.
             
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