适用于：具有 Health Cloud、数字保险和 Agentforce for Health Cloud 加载项许可证的 Enterprise 和 Unlimited Edition
所需用户权限
要将基于流的快速操作按钮添加到页面布局：
管理流
和
自定义应用程序
从“设置”中，单击对象管理器。
选择报价，然后选择页面布局。
要使“创建团体保险报价”流在报价记录上作为操作可用，请找到移动和 Lightning 操作部分。
要向用户公开流操作，将创建团体保险报价流操作拖到 Salesforce Mobile 和 Lightning Experience 操作部分。
要应用更改，请保存页面布局。
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