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            Add the Action to the Account Page for the Request Loan Payoff Statement Service Process

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            3. Financial Services Cloud Admin Guide

            Add the Action to the Account Page for the Request Loan Payoff Statement Service Process

            To give your users quick access to the Request Loan Payoff Statement OmniScript, add the Request Loan Payoff Statement Action Launcher component to the account page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To add an action to the account page: 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 Action Launcher to the record page.
            6. In the properties pane, select the action launcher deployment that you created when you created the Update Profile action.
            7. Save your changes.

            See Also

             
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