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Zorluk: OrtaChatter Settings, Feed Tracking, and Publisher Layouts

An administrator at Northern Trail Outfitters creates a custom quick action for the Case object to log internal support notes. The administrator adds the action to the Global Publisher Layout, but support agents report that the action does not appear in the Chatter publisher area when viewing individual Case record pages. Which administrative modification will resolve this issue?

  1. Add the quick action to the Salesforce Mobile and Lightning Experience Actions section of the Case page layout.Cevap
  2. B
    Enable Feed Tracking for the Case object and select the custom internal notes field in Chatter Settings.
  3. C
    Change the custom action type from an Object-Specific Action to a Global Quick Action.
  4. D
    Assign a separate Global Publisher Layout directly to the Support Representative user profile.

Cevap

Add the quick action to the Salesforce Mobile and Lightning Experience Actions section of the Case page layout.
Global Publisher Layouts determine the actions available on non-record pages like the Home page and Chatter tab. When viewing a specific record page (such as a Case), the actions displayed in the Chatter publisher are driven by the Salesforce Mobile and Lightning Experience Actions section of that object's specific Page Layout. Adding the quick action to the Case page layout ensures it appears on Case record pages.

Adım Adım Çözüm

1
Identify the difference between Global Publisher Layouts and Object Page Layouts in Salesforce.
Global Publisher Layouts control actions on global pages (Home, Chatter tab), whereas Object Page Layouts control actions displayed on specific record pages.
The issue is specific to Case record pages.
2
Locate where record page publisher actions are configured.
In Object Manager, navigate to Case > Page Layouts and select the relevant page layout.
Page layouts override global actions when customized.
3
Add the custom quick action to the correct section.
Drag the quick action into the Salesforce Mobile and Lightning Experience Actions section of the Case page layout and save.
This exposes the action in the Chatter publisher for users viewing Case records.

Anahtar Kavram

Publisher Layouts vs. Object Page Layout Actions
Bu soruyu puanla

Konular

Chatter Settings, Feed Tracking, and Publisher Layouts

Bu konudan daha fazla soru