We have a team that are looking at cases which sometimes relate to an account not already on Salesforce. I want to be able to give them the option of quickly creating an account of a specific record type, directly from the case layout. I've tried creating a Quick Action but can't seem to create one from the case object that will create an account. The only way I can do it is to make a Global Action on the home page.
Can it be done directly from the case page? We are currently using Classic but may switch this team over to Lightning soon.
1 respuesta
In Salesforce Classic, you can use "Quick Create", but beware that validation rules don't apply when you create new records with Quick Create. https://help.salesforce.com/articleView?id=basics_creating_records_with_quick_create.htm&type=5
In Lightning Experience you can quickly create a new Account from a Case from the Lookup field for the account. First click into the field, then select "New Account". A modal will pop-up for you to create the account, and when you are finished it will automatically take you back to the case connected to the newly created account.
If this resolves your question, please mark this as the best answer.
