Case Feed Actions Salesforce

The salesforce provided case feed visualforce components enable you to create a customized page within a salesforce classic app.

Case feed actions salesforce.

On the case page layout drag the new action to the salesforce mobile and lightning experience actions section. However many organizations use the cases object for internal business processes where the customer is another standard salesforce user. In this case it would be valuable to be able use quick text when posting to the case feed. It displays happenings in context so that agents can solve cases more efficiently.

When you enable case feed for your organization an upgrade process converts active cases to the new interface and creates feed items for activity on those cases. Click edit next to the case page layout that you want to add feed filters to. Enabling case feed in salesforce. You may need to enable email to case as well if not already enabled in setup go to support settings and check enable case feed actions and feed items checkbox.

Merge idea flag. Currently quick text can be used for communicating with the customer. How to record the emails sent with a custom email publisher 2 answers admin practice test need your help 8 answers using quick action to change the case owner is sending an email notification 9 answers control what object fields show on feed item created in case feed 1 answers activity actions missing on case lex strange anomaly 1 answers. Gain instant visibility into the timeline of a support case with a flexible feed based layout.

I m following the instructions to create a custom action that will post a case comment to the case and appear on the case feed. Case feed is a news feed like display that shows customer support agents everything that s happening in a support case. The case comment is being created and is visible on the case without refreshing the page. Yes there are two more but didn t choose them.

However the case comment does not appear on the case feed even after refreshing the page. Email to case enabled case layout feed view email set up to use three fields quick actions in the salesforce classic publisher shows email button there are three available with the same name i chose the one that has label. To create custom salesforce console components that interact with case feed actions publish the case feed related events using the publish method on the sfdc canvas publisher object in the salesforce classic publisher javascript api. True to its name email lets anyone else on your team send emails from case feed in both lightning experience and the salesforce mobile app.

One of the most popular publisher actions to create as a quick action for case feed is email.