I'm getting started with Lightning and am getting stuck. My users will be looking at cases and will sometimes need to create an account for the company that sumbitted the case. I want something to let them quickly create an account without leaving the case page.
I was hoping I could do this by creating a Quick Action but I can't work out how to get it to appear on the case layout? If I create a quick action from case, I can't create an account. If I do the quick action from Account, I can't get it to show on the case page, it only appears on the Chatter feed of the Hoome page.
Can I put an account creation action on the case page, if so, can anyone tell me how please?
3 answers
Sara,
You need to drop your actions in Salesforce Mobile and Lightning Experience Actions section in your page layout.
Please look into below link to create object specific quick actions.https://trailhead.salesforce.com/en/modules/salesforce1_mobile_app/units/salesforce1_mobile_app_actions_objectspecific
Thanks
