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            Add the Manage Beneficiaries Action to the Account Page for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Add the Manage Beneficiaries Action to the Account Page for Retail Banking Service Process

            Add the Manage Beneficiaries action launcher component to the account page layout to give your users quick access to the Manage Beneficiaries Omniscript.

            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 Manage Beneficiaries action.
            7. Save your changes.

            See Also

             
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