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Create a Create in Tamarac Button

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Introduction

Create a Create in Tamarac Button

 

Introduction

The Create in Tamarac button in Salesforce allows you to create a new client record in Tamarac from a Financial Services Cloud Account Individual record.

This page provides steps to create a Create in Tamarac button in Salesforce.

This is Step 1 in Workflow: Add Tamarac Fields and Buttons to Salesforce Pages. That workflow is the fourth step in the overall onboarding process for users who do not use Financial Services Cloud.

Create a Create in Tamarac Button

To create the Create Client in Tamarac button:

  1. Click Setup.

  2. In the search bar, search for Object Manager. Click Object Manager.

  3. Click Buttons, Links, and Actions.

  4. Click New Action.

  5. Under Enter Action Information, complete the following fields:

    Characteristic Value
    Action Type Enter: Lightning Component
    Lightning Component Enter: TamAdvisor:LinkClient
    Height Enter: 600px
    Standard Label Type Enter: --None--
    Label

    Enter: Create Client in Tamarac

    We suggest you name the button something to clearly indicate that it creates a client in Tamarac. The standard Create in Tamarac button will create a Household when used in Financial Services Cloud.
    Name This field automatically populates based on the Label you enter.
    Description Optionally, you can enter a description.

  6. Click Save.