#Pagelayouts4 discussing

I'm currently facing an issue with displaying a Lightning Web Component (LWC) quick action button on the Task record page.

Here are the details of what I've done:

1. LWC Quick Action Creation:

• I have created a Lightning Web Component for a quick action under the Task object.
• I updated the XML as shown below:

<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">

    <apiVersion>57.0</apiVersion>

    <isExposed>true</isExposed>

    <targets>

        <target>lightning__RecordAction</target>

    </targets>

    <targetConfigs>

        <targetConfig targets="lightning__RecordAction">

            <actionType>ScreenAction</actionType>

        </targetConfig>

    </targetConfigs>

</LightningComponentBundle>

2. Page Layout Configuration:

1. I have added the button to the page layout under "Salesforce Mobile and Lightning Experience Actions."

Despite following these steps, the quick action button is not visible on the Task record page. I have ensured that the action is available in the "Lightning and Mobile Actions" section of the page layout.

Can anyone help me identify what might be causing this issue or suggest any additional steps to troubleshoot? Your assistance is highly appreciated.

Thank you in advance!

#Developers #Lightning Web Components #Quick Actions #Pagelayouts

Ever find yourself clearing your cache way too often for just one Salesforce page layout you're updating?

Same. But guess what? I recently learned about a game-changer: the hard refresh—it’s like a cache cleanse on steroids.

If you’re using Firefox or Chrome, just hold Shift and click the refresh button. Boom, done.

Or, if you’re feeling fancy, here’s the keyboard shortcut cheat sheet:

Windows:

Chrome: Ctrl + F5 or Shift + F5

Edge: Ctrl + F5 or Shift + F5

Firefox: Ctrl + F5 or Shift + F5

Opera: Ctrl + F5 or Shift + F5

Mac:

Chrome: Cmd + Shift + R

Safari: Cmd + Option + R

Firefox: Cmd + Shift + R

Opera: Cmd + Shift + R

This little trick might just save you a lifetime of frustration (or at least a few hours). You’re welcome.

#Salesforce Admin  #Salesforce  #Salesforce Developer  #Pagelayouts

Is there a way to apply a conditional filter to individual tabs on a lightning page?  So the rest of the layout remains the same, but only if it is a specific record type will this tab appear.  I know I can put it in as a section on one of the other tabs and conditionally view it there, but we really want it as its own tab...

#Lighting App Builder #Pagelayouts #Sales Cloud

🌈 Design For User Success: Add Interest through Color

Why be boring? Add color to your Lightning pages so your users get information more quickly, focus on the important things, and just have a little more color in their day. Why not bring joy to your colleagues?

https://www.freelikeapuppy.tech/post/design-for-user-success-visual-interest-through-color

@Admin Group, West Chester, US @Nonprofit User Group, Philadelphia, US

#Pagelayouts @Nonprofit and Education MindShare @Salesforce MVP Collaboration Space

Design for User Success: Field Placement

A new series starts today that goes along with my recent presentations at user groups and events. Freebie’s donning his bohemian look and sitting down at the drafting table to discuss design, art, composition, graphics, and more. Step One is to think about where you place fields on your pages. Don’t just fill a page layout based on the order the fields came together. Consider where your users are looking, how they go about their day, and what they need to do at any given time. Your colleagues will thank you!

https://www.freelikeapuppy.tech/post/design-for-user-success-field-placement

@Admin Group, West Chester, US @Nonprofit User Group, Philadelphia, US @Nonprofit and Education MindShare

#Pagelayouts @Salesforce MVP Collaboration Space

Hello everyone,

I know on the first look this seems like an issue which should be doable via the dynamic forms on Lightning Record pages. However, sadly this is not the case for my Problem.

The Problem itself occurs in the Financial Services Cloud. This cloud has a specific component to show insurance policies on the Account (It works like a normal related list but with additional features) This feature takes the actions it provides to users from the Lightning Actions which are defined in the respective page layout.

Now to the actual Problem: We would like to have a specific action available in this component but not on the normal mobile page for insurance policies. So far I have sadly not found a way to separate this.

This is the Action we want to have: (Please don't mind the partially German interface)

This is the Action I don't want to see:

Thanks for any help :)

#Mobile  #Pagelayouts  #Quick Actions  #Financial Services Cloud