I'm trying to add a quick action on the Contact Object that allows users to create a new record for a custom object "Suggestions."
When I go to add a quick action for Contacts, I don't see the option to create a record for "Suggestions." What am I missing?
If you're wondering, this is a part of the Trail for Intermediate Admins on Trailhead - Build a Suggestion Box App trail. Thanks for the help!
3 respuestas
This is the sentence in the module that I'm struggling with: "Finally, add a suggestion from the Feed in the mobile app. Does the global action make it easier? If so, consider updating the page layouts for specific objects (like Contact) to add the New Suggestion action to the action bars that display when viewing those records."
I was able to figure it out by actually following the instructions - haha. I needed to add the "Quick Action" to the page layout used by the System Admin for the Contact Object. That brough it up. See image below:
Now I can add a "New Suggestion". Thanks Team!
