---
schema_version: "1"
id: c9688a352d94d9243ead2fc58409b1bfe7ad0f1a8a3ba29a614e0966ee79903a
title: Customize the Preconfigured Action Launcher Deployment and Enable Interaction Summaries
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_edit_deployment_for_event_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_edit_deployment_for_event_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d819fae57770b0e2c3e4f94c011ed6cb254d11709833a674b0057c5bc525ab91
description: Edit the Collection Plan Processes deployment in Action Launcher to include the Capture Collections-Related Interaction quick action. Then, turn on Interaction Summary to view customer interactions on a collection plan record page.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Preconfigured Action Launcher Deployment and Enable Interaction Summaries

Edit the Collection Plan Processes deployment in Action Launcher to include the Capture Collections-Related Interaction quick action. Then, turn on Interaction Summary to view customer interactions on a collection plan record page.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4272e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4272e68 ">To edit the preconfigured Action Launcher deployment:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4272e68 ">
              <p>Industry Service Excellence</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Collections and Recovery Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Create a global quick action to send email. [Create Send Email global action.](https://help.salesforce.com/s/articleView?id=platform.creating_global_actions.htm&language=en_US)When creating the action, set these values.
    - Action Type: Send Email
    - Target Object: Outgoing Email
    - Label: Email
    - Name: SendEmail
2. Create a global quick action to create a record. [Create a global action to create a record.](https://help.salesforce.com/s/articleView?id=platform.creating_global_actions.htm&language=en_US)When creating the action, set these values.
    - Action Type: Create a Record
    - Target Object: Note
    - Label: New Note
    - Name: NewNote
3. From Setup, in the Quick Find box, enter Action Launcher, and then click **Action Launcher**.
4. Click the action menu on the Collection Plan Processes deployment, and select **Edit**.
5. Select **Buttons, flows, links, and quick actions**, and click **Next**.
6. Click **Next**.
7. On the Select actions to add window, find and select these quick actions, and click **Next**.
    - Capture Collections-Related Interaction
    - Send Email
    - Create a Record
8. To view customer interactions on the collection plan record page, turn on Interaction Summary.
    1. From Setup, in the Quick Find box, enter Interaction Summary, and then select **Interaction Summary Settings**.
    2. Turn on Interaction Summary.
9. Save the changes.