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I'm trying to figure it out how to include additional fields from the object Loyalty Member Tier while clicking in the standard quick action in the Loyalty Program Member record page. I tried to edit the action but it doesn't show option to include additional fieldd

 

Is that possible to include new fields in the change member tier quick action of a loyalty program member

 

Is there a way to include it by default?

 

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#CRM Configuration

1 Antwort
  1. 24. Juni 2024, 21:35

    Change Member Tier is part of Salesforce's Standard Package and won't allow  Edit. You option is to develop Visualforce page or Lightning component for your purpose and use Action Override to replace it. See Salesforce Guide here: Standard Action Overrides

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