Create an Action Launcher deployment to include the Collection Plan object, and related
actions and flows. Collections specialists can use the actions from the Action Launcher on a
collection plan record details page.
Required Editions
| User Permissions Needed |
| To create an Action Launcher deployment: |
Industry Service Excellence permission set |
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From Setup, in the Quick Find box, enter Action Launcher, and then
select Deployments.
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Click New Deployment.
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Name your deployment.
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From Available Objects, find and select the Collection Plan object
and add it to Selected Objects.
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Select the Create Promise to Pay, Capture Collections-Related Interaction, Email, New Note,
and Create a Case actions.
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Save your changes.
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To help collections specialists launch the actions related to Collections, add the Action Launcher component to the collection plan Lightning record page, and
select the Action Launcher deployment that you created earlier.
