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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.

 

http://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_case_feed_quick_actions.htm#rn_case_feed_quick_actions

 

Any ideas?

 

Thx 

Johannes

1 Kommentar
  1. 19. Nov. 2015, 07:31

    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

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