Action Launcher Creation and Configuration for Einstein Autofill (Beta)

Action Launcher Creation and Configuration for Einstein Autofill (Beta)

To give your users quick access to the Einstein Autofill feature, configure the Action Launcher on the record page where the deployment is created. Action Launcher doesn't directly launch, deploy, or search for the Einstein Autofill feature; instead, it launches the Omniscript that embeds the Autofill component. If you already have an Action Launcher deployment, you can add the Omniscript to it.

Required Editions

View product and edition availability
User Permissions Needed
To create and configure an Action Launcher deployment: Industry Service Excellence permission set
To give users access to Omniscripts: Omnistudio Admin permission set
  • To configure an Action Launcher deployment and add the Einstein Autofill Omniscript to the account record page, see Create an Action Launcher Deployment.
    Tip
    Tip To generate autofill recommendations, open the form from the Voice Call or Messaging Session record page.