Føj handlingsstarterkomponenten Adviser rejseplaner til kontosidelayoutet for at give dine brugere hurtig adgang til Omniscript for Adviser rejseplaner.
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.
I egenskabsruden i Handlingsstarterimplementering skal du vælge det handlingsstarterimplementeringsnavn, som du oprettede, da du oprettede handlingen Adviser rejseplaner.
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