An administrator at Universal Containers created a custom quick action named 'Log Inspection' to allow users to quickly create records. The administrator added this action to the Global Publisher Layout so that users could access it from the Home page Chatter tab. However, sales representatives report that while 'Log Inspection' is visible on the Home page Chatter publisher, it does not appear in the Chatter publisher area on Opportunity record pages. Which configuration change should the administrator make to ensure the 'Log Inspection' quick action is available on Opportunity record pages?
- Override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section of the Opportunity page layout and add the 'Log Inspection' quick action.Cevap
- BEnable Feed Tracking for the Opportunity object and select 'Log Inspection' under the list of tracked fields in Chatter Settings.
- CReorder the quick action list on the Global Publisher Layout to place 'Log Inspection' within the top three global publisher actions.
- DCreate an object-specific feed tracking rule on the Opportunity object to inherit publisher actions from the Global Publisher Layout.
Cevap
Override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section of the Opportunity page layout and add the 'Log Inspection' quick action.
Global Publisher Layouts populate actions on global feeds such as the Home tab, Chatter tab, and User Profile. However, action visibility on individual record pages is governed by the object's page layout. Adding the quick action to the Salesforce Mobile and Lightning Experience Actions section of the Opportunity page layout makes it visible on Opportunity record pages.
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Anahtar Kavram
Publisher Layout Scope (Global vs Object Page Layouts)