Case Feed Actions Salesforce

Lightning experience and salesforce classic.

Case feed actions salesforce. For example you can use a custom component to let users send an email with a knowledge article. On case and work order records the page level action menu contains custom buttons and supported standard buttons. Only standard chatter actions appear on the user profile page regardless of which actions are assigned to the user page layout or the global publisher layout. When feed tracking is enabled for cases or work orders the page level action menu on those records contains only custom buttons and supported standard buttons.

Quick action create feed item. This module is designed for salesforce classic. Email to case enabled case layout feed view email set up to use three fields quick actions in the salesforce classic publisher shows email button there are three available with the same name i chose the one that has label. You might need to do some additional setup for enabling case feed in salesforce.

Yes there are two more but didn t choose them. Gain instant visibility into the timeline of a support case with a flexible feed based layout. Make quick text for all case actions. Your coworker talks to her on the phone jotting notes in the log a call action in the case feed.

Create custom components to interact with the actions on pages in salesforce classic and lightning experience apps. In this case it would be valuable to be able use quick text when posting to the case feed. Have case comment be a declarative option for case feed view actions without having to turn to vf. How to record the emails sent with a custom email publisher 2 answers admin practice test need your help 8 answers using quick action to change the case owner is sending an email notification 9 answers control what object fields show on feed item created in case feed 1 answers activity actions missing on case lex strange anomaly 1 answers view more 12.

You can learn. Currently quick text can be used for communicating with the customer. Quick actions appear on the feed tab. Salesforce has two different desktop user interfaces.

In the article under actions on record pages there is note that says. Using aura components visualforce and apex you can customize your app s experience including the case feed. Such as you will have to create a permission set in which you will have to give use case feed permission and assign it to the users so that users can use the new case feed view also you may want to create a new feed view and customize as per your requirement such as placing the fields.