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            Configure Action Buttons on the Account Record Page

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            3. Administer Life Sciences Cloud

            Configure Action Buttons on the Account Record Page

            Let users create medical inquiries directly from the Account record page rather than navigating to the Inquiry page. Add a button on the Account record page and make it easier for the sales representatives to get a better context of the healthcare professional while creating the inquiry.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To configure action buttons: Life Sciences Commercial Admin permission set
            1. From Setup, open the Object Manager, and go to the Account object.
            2. Click Buttons, Links, and Actions.
            3. Create the action button.
              1. Click New Action.
              2. For Action Type, select Lightning Component, and then select lsc4ce:CreateNewInquiry as the lightning component.
              3. Enter a label, name, and description for the action. We recommend naming the action button New Inquiry.
              4. Save your changes.
            4. Add the action to the layout.
              1. Go to Page Layouts, and select the appropriate layout for the Account record page.
              2. Click Edit, and select Mobile and Lightning Experience Actions.
              3. Drag the New Inquiry action to the Salesforce Mobile and Lightning Experience Actions section.
              4. Save your changes.

            Depending on your business needs, you can also add a New Inquiry action button to the Visit record page using these steps.

            See Also

             
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