Loading
Ongoing maintenance for Salesforce HelpRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add the Reset PIN Action to the Card Record Page

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add the Reset PIN Action to the Card Record Page

            Give your users quick access to the Reset PIN Omniscript. Add the Reset PIN action launcher component to the card record page to make it easier and faster for users to reset their PINs when needed.

            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 Card record page: Customize Application
            1. In Setup, click Object Manager.
            2. In the Quick Find box, enter Issued Card, and then select Issued Card.
            3. Click Lightning Record Pages, and select Issued Card Record Page.

              If you don't see a record page, create one. See Create and Configure Lightning Experience Record Pages.

            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 Reset PIN action.
            7. Save your changes.
             
            Loading
            Salesforce Help | Article