Føj handlingen Start automatisk kundekontooverførsel til kontosiden
Giv dine brugere hurtig adgang til Omniscript for Start automatisk kontoverførsel ved at føje komponenten Start automatisk handlingsstarter for kundekontoverførsel til kontosidelayoutet.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil føje en handling til kontosiden:
Tilpas applikation
Fra Opsætning skal du klikke på Objektmanager.
Skriv Konto i feltet Find hurtigt, og vælg derefter Konto.
Klik på Lightning-registreringssider, og vælg Kontoregistreringsside.
Klik på Rediger.
Føj Action Launcher til registreringssiden på fanen Komponenter.
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