To give your users quick access to the Fee Reversal OmniScript, create an action
launcher deployment that uses the service process template. If you have an existing action
launcher deployment, add the Fee Reversal OmniScript to it.
Required Editions
User Permissions Needed
To set up Fee Reversal service process:
Industries Service Process, Industry Service Excellence, and OmniStudio
Case
and Service Catalog Request objects Read, Create, Edit, Delete, View All
Records
AND
Financial Services Cloud
Extension
OR
Financial Services Cloud Basic
OR
Financial
Services Cloud Standard
To use Fee Reversal service process:
Industries Service Process, Industry Service Excellence, and OmniStudio
Case, and
Service Catalog Request Items objects: Read, Create, Edit, Delete
AND
Financial
Services Cloud Extension
OR
Financial Services Cloud
Basic
OR
Financial Services Cloud Standard
In Setup, in the Quick Find box, enter Action Launcher, then click
Action Launcher.
If you can’t see Action Launcher, you need the Industries Service Excellence
permission set. Contact your Salesforce Admin for help.
Click New Deployment or edit an existing deployment.
Click Next.
Enter a Label and API Name.
In Guidance to Show, select Flows and Quick Actions and
OmniScripts.
Click Next.
In the Available Objects list, select Account and move it to the
Selected Objects list.
The selected objects determine the objects where you can show the
action.
Click Next.
In Select actions to add, select all the actions.
Click Next.
In Select frequently used actions, select Action API Name
/FSC/FeeReversal/English Omniscript.
The OmniScript must be active to see it in the list.
If you created a unique
OmniScript with a different name, select your customized OmniScript.
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