To make the 'Community' quick action available on Cases in Salesforce Classic.
- Navigate to Setup | Customize | Cases | Support Settings.
- Click Edit.
- Select Enable Question-to-Case in Salesforce.
- Click Save.
- Navigate to the Case object's Page Layouts.
- Click Edit on the Case layout.
- Click on Quick Actions on the palette.
- Drag and drop the 'Community' quick action to your Case page layout.
- Click Save.
When is the case comment record visible in Salesforce1?
The Case Comment record is visible instantly. And this works nicely with Salesforce1. With that said, let’s jump right in! Inputs for Case Comment received ( Action)
Why can't I assign default case teams on customer portal cases?
Assigning Default Case Teams on Customer Portal Cases would require leveraging Custom APEX Code. The root cause of this error can be a Case Assignment Rule Entry assigning a Default Case Team to the record upon record assignment.
How do I remove the case field from an action?
Remove the Case Field and drag Public and Comment into the Action’s Page Layout. Make sure you require the Comment field. It will give you a small popup warning you about not having the Case field on the Layout, but you can ignore it and move on.
How does the create case form component work?
The Create Case Form component searches text as it’s being entered into a case and displays articles based on the typed text. If users don’t see an answer, they can contact support for help. You can also protect your community from spammers by adding a reCAPTCHA widget that guest users must complete before they create a case.
How do I enable customer communities in Salesforce?
To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
How do I add a quick action to a case in Salesforce?
From Setup, click the Object Manager tab. ... Click New Action.For Action Type, select Create a Record.For Target Object, select Case Comment.For Standard Label Type, select None. ... Click Save.To choose the fields users see, customize the action's layout, and click Save.More items...
How do I add a quick action to Case Feed?
From Setup, click the Object Manager tab. Select Cases, and then open the Case Page Layouts setup page. Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout.
How do I enable case comments?
You can create and edit case comments on Case Detail pages....Click New or Edit on the Case Comments related list.Optionally, select Public to enable comment notifications to the contact on the case, and to let the contact view the comment on the Customer Portal or Self-Service.Type comments in Comment .Click Save.
How do I enable case comments in Salesforce lightning?
Required Editions and User Permissions Click New on the Cases tab to create a case, or select an existing case and click Edit. Type your comments in Internal Comments . Optionally, select Send Customer Notification to email the contact on the case of your new public comment. Click Save.
How do I add actions to a case feed in Salesforce?
Click + Add a Visualforce Page in the list of custom actions. Select the page you want to add as an action. Specify the height of the action in pixels. Click Save.
How do I create an action button in Salesforce?
Select Settings | Custom Actions. Select Create New. Then give your custom action button a name. Select whether you want the button to appear on selected base objects, and desktop and mobile apps.
How do I add actions to a highlight panel in Salesforce?
Follow below steps to place more action buttons in highlight panel.Step: 1 Click on gear icon at top right. Click on Edit Page.Step: 2 Click on Highlight panel section and in right side we see a number field (highlighted in below image). ... Step: 3 Click on Save. ... Note: