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Hey all,

I'm trying to add the New Lead button to a chatter group. When I add it to the mobile and lightning experience section on the group layout nothing shows up in my chatter group (yet all the other buttons disappear when I remove them). 

 

The chatter group is created and page layout assignment is correct.  I tested it and this works just fine in my personal dev org, the new lead button shows right up and launches the form to fill out when clicked. Does anyone know why my button wouldn't be showing up on the page layout? Any suggestions on what I need to do to fix this?

 

This is what I see in the production org:

Buttons not showing up (in Chatter specifically)

 

This is what I see in my dev org:

 

DevButtons.png

 

@* Chatter Adoption & Best Practices *

5 Antworten
  1. 2. März 2022, 18:01

    @Daniel Howell - Not necessarily. If you are using Record Types on the Lead Object, go to Setup > Global Actions > and find the Global Action for New Lead. Ensure that a Record Type is selected. Also, go to Setup > Chatter > Groups > Group Layouts and make sure the 'New Lead' button is in the 'Salesforce Mobile and Lightning Experience Actions' section (assuming you are using Lightning). Save the changes, and the 'New Lead' button should be there when you pull up the Chatter Group now. Let me know how it goes.

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