Add the Address Update Action to the Person Account Page
To give your users quick access to the Address Update OmniScript, add the Address Update action launcher component to the person account page layout.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up Address Update service process: | Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, Business Rules Engine Case, Service Catalog Request, and Document Checklist Items objects Read, Create, Edit, Delete, View All Records Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects Read, Create, Edit, Delete, View All Records AND Financial Services Cloud Extension OR FSC Service OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Address Update service process: | Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, and Business Rules Engine Case, Service Catalog Request, and Document Checklist Items objects: Read, Create, Edit, Delete Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects: Read, View All Records AND Financial Services Cloud Extension OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- In Setup, click Object Manager.
- In the Quick Find box, enter Account, and then click Account.
- Click Lightning Record Pages and select Account Record Page.
- Click Edit.
- In the Components tab, add the Actions Launcher to the record page.
-
In the properties pane, in the Action Launcher Deployment, select the action launcher
deployment name that you created in step 4 of Create Address Update Action.
- Save your changes.
