In PMM, I made a quick action from the case object to "Create Service Delivery" on the service delivery object. I added pre-defined fields for case, client (contact), date of service and service delivery name. I couldn't figure out how to make service predefined as "Community-Consultation". Service is a lookup field on the service delivery object.
3 respuestas
It is not easily done. Take a look at this. https://trailblazers.salesforce.com/answers?id=90630000000CgC1AAK
