Loading
Salesforce now sends email only from verified domains. Read More
Service Process Studio
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Launch Service Processes with Action Launcher

            You are here:

            1. Salesforce Help
            2. Docs
            3. Service Process Studio

            Launch Service Processes with Action Launcher

            Service agents can launch service processes created in the Service Process Studio using Action Launcher from a record details page.

            Required Editions

            Available in: Lightning Experience
            Available in: all editions with the Industry Service Excellence licenses
            User Permissions Needed
            To set up and use Service Process Studio:

            Industry Service Excellence permission set

            AND

            Other required object permissions

            An org admin creates and activates a service process definition, and associates the request form linked to a service process definition to an Action Launcher Deployment. Service agents can search for and launch these services processes from the Action Launcher component on a record details page.

            1. Give standard users or Contact Center Agents (CCA) access to OmniScripts so that the agents can see OmniScripts in the Action Launcher search results.
            2. Search and launch a service process from a record details page.
             
            Loading
            Salesforce Help | Article