Update 'Request a Briefing' Button Label in SF

These actions require Administrator Level Access.


Navigate to the Salesforce 'Setup'


Open ‘Object Manager’


Select ‘Account’ or ‘Opportunity’ depending on which button you want to update


Create New Action from for the Account Object

    1. Select ‘Buttons, Links and Actions’
    2. Select ‘New Action’ Button

Configure New Action to Replace old button

    1. Action Type: Lightning Web Component
    2. Lightning Web Component: briefingedge:requestBriefingQuickAction
    3. Label: Set to what you want the new label to be

    4. Save!


Update the Page Layouts (Accounts and Opportunities) to swap this new Action with the old button

    1. Navigate to 'Page Layouts'
    2. Select the Page Layouts you want to update

Remove the old button from the page layout and add the new button

    1. Select ‘Mobile & Lightning Actions’
    2. Swap the New button with the Old Button
    3. Save!