Is it possible to customize standard actions? I have a Donor Task activity that I want to be able to fill in the due date when a user creates a new task. Where do I go to accomplish this, if indeed it is even possible?
1 Antwort
Hi @[Ashlynn Sylvain], this is a very helpful blog post on getting the most out of activity actions in Lightning.
https://admin.salesforce.com/pro-tip-boost-productivity-activity-actions-lightning-experienceIt sounds like you want to add some predefined field values to your Quick Action. Here's the how-to:
https://help.salesforce.com/articleView?id=predefined_field_values.htm&type=5