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            Add the Action to the Account Page for the Request Insurance Proof Service Process

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            3. Financial Services Cloud Admin Guide

            Add the Action to the Account Page for the Request Insurance Proof Service Process

            To give your users quick access to the Request Insurance Proof Omniscript, add the Request Insurance Proof action launcher component to the account page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up the Request Insurance Proof service process: Customize Application
            1. In Setup, click Object Manager.
            2. In the Quick Find box, enter Account, and then select Account.
            3. Click Lightning Record Pages, and select Account Record Page.
            4. Click Edit.
            5. On the Components tab, add the Action Launcher to the record page.
            6. In the properties pane, select the action launcher deployment name that you entered when you created the Request Insurance Proof action.
            7. Save your changes.
             
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