#Lightning App Builder토론 중인 항목 9개

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I have the System Admin profile with View All Data and Modify All Data permission.  I cannot see the New Quote button in the header on Opportunity Lightning Pages.  I have a user with a Business profile who also cannot see the button.  I have a different user with a Sales profile who CAN see the button.  In my Sandbox, I switched the blocked user to the Sales profile, logged in as him, and still cannot see the button.  When I log in as the Sales user I can see the button.  I checked different record types in different apps.  The Sales user always sees the button the Business user and Sys Admin never see the button. 

All three profiles see the same page layout for each Opportunity Record type.  "New Quote" is a custom create record action on the Opportunity object.  It works for the Sales user with no issues or errors.   

"New Quote" is an Action on the Opportunity object.  It is not a Global Action.  I checked the fields on the Action Layout and the predefined fields in the Action.  All three profiles have View permissions on all fields and none of the fields are Read Only for anyone.  The Object of the Action is Opportunity and the target is Quote.  The Record Type is Master.  The Sales and Business profiles have Master as the default Record Type for Quotes.  Sys Admin has Standard as the default Record Type.

All three users are Flow users.  All three users are Marketing users.  We all have the Salesforce CPQ User (or Admin) permission set.  We all have the CPQ permission set license.  We all have the CRM permission set license. 

The Lightning Page we are seeing i the org default.  When I view the page in the Lightning Editor, I still don't see the "New Quote" button in the header.  There is no filter on the header component.  The same Compact Layout is assigned to all Record Types. 

The only CPQ plug in we have is a Product search.   We do not put Quotes in Queues.  We do not use Roles and Hierarchy.

What am I missing? 

#CPQ  #CPQGurus  #Quotes  #Opportunities  #Pagelayouts  #Lightning App Builder  #User Profiles  #Quick Actions

Hello, I am hoping there is an easy fix on this that I am not finding. I have been trying to update our Lightning page for tasks. In the Highlights Panel, there are Action buttons. We have actions for Log a Call and Follow Up. However, these actions are not showing up on the page when selected. Is there a reason why these action buttons can't be used on a task page? Are the action buttons object specific? Thank you. 

Hi! 

I'm having some issues while completing the challenge "

When I add the Standard Report Chart, I am prompted with the following message: "You need access to the source report type to view this report chart." Would you happen to have any suggestions on how to resolve this issue? 

Based on my permissions, I'm currently set as System Admin in this Org. 

While following this TH: https://trailhead.salesforce.com/content/learn/modules/lightning_app_builder/lightning_app_builder_apphome, I was adding Actions to the page including Log a Call, New Account & New Opportunity.

Although I'm facing no issues with the Log a Call or New Account actions, I cannot get the New Opportunity button to appear on the app home page. I have refreshed the screen, switched between apps and even logged out and back in again which has worked for me in some cases while doing TH's like this in the past.

This first screenshot illustrates where the button is missing on the newly created app home page. The second screenshot illustrates where the Page Properties does in fact show the New Opportunity button.

#Trailhead Challenges  #Actions Buttons  #Lightning App Builder

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#Salesforce Admin #Salesforce Developer #CRM Configuration #Salesforce #Lightning App Builder #Dynamic Forms

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Hi, 

I have a Lightning Page on our Lead object with a field linked through to Opportunity__r.AccountId. 

This allows the user to view existing Person Accounts. 

I can see it as system admin, but I can't work out how to give permissions for other profiles/permissions sets. I've given full access to the Opportunities & Account objects, but they are still unable to view the field on the Lead Lightning page.

Any ideas would be welcome!

#Lightning App Builder  #Object Permissions