Case Feed Salesforce Lightning

You might need to do some additional setup for enabling case feed in salesforce.

Case feed salesforce lightning. In salesforce lightning case object need help in adding email option under activity tab. Actions on user profiles cases and work orders can appear in a different way than on other records. Navigate to a case record and make sure the lasteditbyid is the automated process user 4. Allow the case feed to load entirely you might need to scroll down to load more.

Lightning experience and salesforce classic. Case feed shows a timeline for a case s history and contains a ton of information that s super helpful for resolving cases. That information displays directly in the case feed to reduce clicks and encourage collaboration. Unlike salesforce classic there s no need for you to enable case feed actions or feed items.

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 are ready with your fully functional close case button in salesforce lightning experience. I almost spent around an hour and found below gold statements in salesforce documentation. 1 answers chatter post not showing the locale time in email digest 1 answers chatter responses in lightning only show relative date 6 answers is it possible to use quick text inside of the case feed in lightning experience 3 answers view more 8.

Quick action create feed item. Quick action not available in case work order page layout. Salesforce has two different desktop user interfaces. I hope you will find this blog helpful.

I have added the send email action on page layout but cannot see it in the case page layout. Step 5 add this button to your case page layout in salesforce mobile and lightning experience action. Lightning is a completely re imagined salesforce platform designed to take sales productivity to the next level. We think salesforce lightning is the future of crm and sales.

Yes there are two more but didn t choose them. This module is. Based on customer feedback perhaps from you again case feed is automatically on in lightning experience.