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          Launch Service Processes

          Launch Service Processes

          Efficiently assist customers by quickly launching service processes from Action Launcher.

          Required Editions

          Available in: Lightning Experience
          Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons
          User Permissions Needed
          To give users access to Action Launcher: Industry Service Excellence permission set
          To give users access to service processes: Manage Product Catalog
          1. To search for a service process, enter keywords in the search field.
            Note
            Note The search keywords appear in bold in the names and descriptions that show up in the search results. The category is shown alongside each service process in the search results.
          2. To initiate a service process, click the service process from the search results.
            Note
            Note You can click the categories to filter the service processes.
            Tip
            Tip To view more categories, click Overflow icon.

            To see a list of your recently used service processes, click the search field.

            Note
            Note Action Launcher can show up to 10 recently used service processes. The category is shown for each service process in the list of recently used service processes.
           
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          Salesforce Help | Article