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#Lightning Console0 personne en discute

Actions & Recommendations Component

This component seems to hide an Action once the agent has completed it.  In complex cases, we have agents to have to repeat the same action multiple times.  How can we ensure Actions don't disappear from the list after they've been run the first time?

 

#Actions And Recommendations #Components #Lightning Console 

7 commentaires
  1. 10 déc. 2024, 14:54

    If I understand it correctly, it's the same issue I faced today @Alastair Dinning @Pawel Dobrzynski:

    - A user clicks on an Action in the list of Actions & Recommendations

    - This starts a screen flow where the user provides some data. Usually this is sufficient. The Action automatically disappears after completing the screen flow

    - Sometimes a case requires additional data, using the same screen flow

     

    Do your users see the 'Add' button at the top of the list of Actions?

     

    My users do and they can click that to select an Action, even if it's not in the list of Actions anymore.

    This list can be filled by creating a 'Actions & Recommendations Deployment' in Setup > User Interface > Actions & Recommendations'. Once you've saved this deployment, add it to the Actions & Recommendations component on the Case Lightning Record Page.

     

    I know this doesn't actually 'fix' the problem, but it looks like a good workaround to me (assuming I understand your issue correctly)

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We are using  trying to switch to Lightning on Service Console. We have 2 different Case Actions

1. To update the record (This includes the fields that the agents needs to fill before closing the case)

2. Send Email. (This is supposed to send the email and update the case status as Closed).

The issue is that in order to mark the case as closed, certain fields needs to be populated. So if an agent goes to the send email action and sends an email, the case status should close. 

But if one of the required fields is not populated, the case status does not get updated nor do we get any error message on the page. If I check it in the debug logs, it shows that the validation rule is preventing the case.

How can I show validation error message or any other message on the Send Email action.

See the below screen shot. The mandatory fields are in the details section, and we are sending the email from Feed section.

Thanks in advance.

 

#Lightning Console  #Lightning Service Console  #Service Lightning Console  #Lightning Experience Service Console  #Lightning Console For Service  #Service Cloud

Validation rule not showing on Case Action

1 réponse
  1. Forum Ambassador Vuk Stajic (MVRK Inc.)
    11 août 2021, 16:53

    I do not believe a Validation Rule can run off of button clicks.

     

    Here is some helpful reading: https://salesforce.stackexchange.com/questions/223679/validation-rule-on-a-custom-button-to-fire-if-not-all-fields-are-filled-by-the-u

     

    One slightly unorthodox thought I had was that you could potentially use record types on cases - have cases be record type A when they are not ready for button to be used and dont have the button on that layout assigned to Record Type A.

     

    Then, when the case meets all criteria, a field update can change the Record Type to Record Type B. On Record Type B you can have the button visible on it's assigned layout.

     

    This is probably not an ideal solution though. 

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"Need some help, We're looking for a way for support to Find, Attach, and Email Articles to portal customers that seems to only exist for Classic, but not for lightning.Third party vendor turned on Communities portal and customers are submitting cases.

 

But Support is struggling to support these cases from the Community because there’s not way to respond with details other than Case Comments.

Nothing that we can find.

 

Is there anything Lightning/Lightning Console related that Support can use to respond to Community Cases with responses that matter?

 

They want to respond with attachments and detailed notes.

Not just Case Comments.

 

What are we missing?"

 

Does anyone have any ideas here? 

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Aloha!  We moved to Lightning Console from Classic 1 month ago.  Lots of complaints about performance.  One of the big pain points is Macro performance.  macros are alot slower in lightning than in classic, so much that our agents have abandoned macros to manually select an email template and set the case type and sub type (macros use to do these 3 steps).  macros in lightning take 12 -18 seconds to run.  also, agents often get a "instructions failed" error with a retry button.

 

also, with lightning, 35% of users get a "sorry to interrupt" error multiple times a week or multiple times a day.  but 66% of users either never get this error or only once in awhile.  makes me think perhaps certain actions users do cause this error, but i dont know what that may be?  

 

from a survey we sent 1 month after lightning migration, 60% of our agents say they prefer our new Lightning experience over Classic.  40% say they prefer Classic.  of the 40% who say they prefer classic, half of those people said if performance was improved, they would change their answer and say they prefer Lightning.

 

If anyone can share their feedback with the things mentioned here, I would appreciate it!  thank you!

14 commentaires
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Glitch In the Lightning Console Navigation: When closing out of records (as Tabs) then you refresh or go back the next day, all of those tabs are back. Does anyone know why is this happening? I know that Console saves your tabs, but I am closing them down, and they come back. Any help is welcome!!!! 

 

#Lightning #Lightning Console #Salesforce Admin 

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Join us for next week's accelerator webinar - How to: Service Cloud: Design Your Lightning Console

 

Date/Time: Tuesday, March 10, 2020 12:00 PM - 1:30 PM PST

REGISTER HERE: https://register.gotowebinar.com/rt/7134847895078470914

 

In this 1.5-hour session, @Ellen Sichting and I will review and demo key Lightning Console features.  Come learn more about:

  • Quick Actions
  • Console Page Layout
  • App Builder

We'll also have a Q&A at the end of the webinar. Looking forward to having you join us!

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Hey Trailblazers!

 

I'm the PM for Navigation Experience which includes Lightning Console. I have a pilot in Winter '20 that is a step on the way to delivering these two ideas. If you're interested please send me an email, or feel free to add comments to the Ideas.

 

Pilot: Support split view (like console) in standard navigation

 

Pilot: Make any Lightning app support both the standard AND console navigation styles

 

While I have your attention, there's more in this Winter '20 demo:

 

 

And it never hurts to brush up on Console tips and tricks:

 

 

 

Let me know if you have any feedback!

 

Xander Mitman

Director, Product Management | Navigation Experience

xmitman@salesforce.com

39 commentaires
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I recently came across the issue that in Lightning Service Console apps, the Case List-View auto-refresh is not available (only in the Classic Console apps). I've implemented a small utility item that achieves the auto-refresh. In case anyone has the same problem, here is a description of what I've done:

https://medium.com/@josip.juric87/auto-refresh-case-list-views-in-salesforce-lightning-service-console-apps-7ab18991580a

#Service Cloud #Lightning Console 

2 commentaires
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Quick Question: I'm wondering if Lightning Console is included in regular Lightning access, or if I should see that separately under the Company information? Currently I don't see Lightning Console user licenses as a section in my company information. I can gain access to Lightning Sales Console as the Admin, but I can't assign it to my Junior Admin. Thank you!

@Timothy Kiekow @Danielle Youker 

4 commentaires
  1. 2 juil. 2019, 18:09
    Good to know, I will bookmark this, thanks so much! I love learning from my customers :)
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I have enabled the Console view in my production environment, but am now having an issue making it available for my users. I have added the profile type under the settings for the custom app, and have checked the profile permissions to make sure that it is visible to the assigned profile, but when I log in as one of the users with the particular profile I am sharing it with...I can't see it in the app launcher. Is there something I am missing? Any, and all, insight would be greatly appreciated. @Admin Trailblazers

8 commentaires
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