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            Add the Action to the Person Account Page for the Request Statement Copies Service Process

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            Add the Action to the Person Account Page for the Request Statement Copies Service Process

            Add the Request Statement Copies action launcher component to the person account page layout to give your users quick access to the Request Statement Copies Omniscript.

            Required Editions

            User Permissions Needed
            To set up the Request Statement Copies 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 Action Launcher to the record page.
            6. In the properties pane, in the Action Launcher Deployment, select the action launcher deployment you created in the Request Statement Copies action.
            7. Save your changes.
             
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