
@Service Cloud Users @No Code November @Admin Tricks @* Salesforce Administrators *
Hi there,
for efficiency reasons I would like to create a new contact, and link it with my case right from the case view of the Service Cloud Console. I tried to make it happen via the Custom Console Component and using a global create action. However, all that shows up is a lookup field. I need a button to create a new contact.
This release note here says this is possible via a quick action, but after following the instructions all I can see is a lookup filter.
Any ideas?
Thx
Johannes
Johannes,
Make sure you..
Create actions must be global quick actions.
Update actions must be object-specific quick actions that are based on the lookup field object type.
For example, to update a contact lookup field, you must have a contact-specific update action