Hi, thanks in advance for helping.
I'm looking to create some sort of a quick-action menu, parallel to Zoho's 'Blueprint'.
The menu should be presented at the top of an object's page, and its presentation will be (if possible) interactive.
A simple example would be something like this:
In a contact's page, there will be 2 buttons - 'Called Contact' and 'Didn't call yet'.
If you press the 'Called Contact' button - it'll automatically pop up a 'New task' window to add, and hide the 2-buttoned-menu.
If you press 'Didn't call yet' - 2 new buttons will replace the old ones, one will be 'Create a task', and the other will be 'Send email'.
Each of these buttons, will ofcourse trigger the actions of creating a task or sending an email.
I tried to create something like that, using flow actions (Flow Builder), but I couldn't find a way to create a changing buttoned presentation of the logic I want to implement.
I'd really appreciate some help with this issue. Thank you!
Hi Liad,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the admin group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oVp
Hope that helps.
Regards,
Jayson